# Harmony Wealth

Harmony Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://harmonywealth.com
- **LinkedIn:** https://www.linkedin.com/company/harmony-wealth

## Regulatory record

- **CRD number:** 314817
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314817

## About

Fee-Only Financial Planning firm offering comprehensive financial planning solutions with no hidden commissions. While we are located in the Madison, WI area, we work with our clients virtually and serve clients nationwide. We offer financial advice on topics such as investing, cash flow and budgeting, insurance, tax planning, estate planning, and saving for retirement.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## Related profiles

- [POWERING YOUR RETIREMENT](https://altss.com/profile/powering-your-retirement)
- [LUPA RIA INVESTMENT MANAGEMENT LLC](https://altss.com/profile/lupa-ria-investment-management-llc)

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Last updated: 2026-07-06T01:24:17.946Z

Canonical page: https://altss.com/profile/harmony-wealth

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