Overview
Assets Under Management: $112 million
High-Net-Worth Clients: 4
Average Client Assets: $27.6 million
Frequently Asked Questions
SYMPHONY WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283794), SYMPHONY WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SYMPHONY WEALTH MANAGEMENT serves 4 high-net-worth clients according to their SEC filing dated April 01, 2026. View client details ↓
According to their SEC Form ADV, SYMPHONY WEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
SYMPHONY WEALTH MANAGEMENT manages $112 million in client assets according to their SEC filing dated April 01, 2026.
According to their SEC Form ADV, SYMPHONY WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.84%
Average Client Assets: $27.6 million
Total Client Accounts: 7
Discretionary Accounts: 7
Regulatory Filings
CRD Number: 283794
Filing ID: 2089401
Last Filing Date: 2026-04-01 11:59:46