SYMPHONY WEALTH MANAGEMENT, LLC.
Doing business as SYMPHONY WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$111,700,000
Discretionary
$111,700,000
Non-discretionary
$0
Firm details
- CRD number
- 283794
- SEC file number
- 801-107877
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.