Harmony Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harmony Wealth Management LLC is an independent, solo advisory firm that serves individuals (including high-net-worth clients), trusts, retirement plans and other entities, managing about $54.7 million for roughly 78 clients. The firm provides portfolio management—either implemented with a comprehensive written financial plan or as a standalone service—and also offers one-time and ongoing financial planning engagements.
The firm’s investment process relies on portfolio optimization models and efficient frontier analysis, with recommendations informed by where the U.S. and global economies are in the business cycle, interest rate and growth projections, and historical academic data. Harmony implements allocations using mutual funds, ETFs, individual equities and fixed income and may use listed derivatives, options, futures and foreign exchange for certain clients; accounts are reviewed at least annually and some client authorizations are discretionary while a larger portion of assets are managed non-discretionarily.
What is notable relative to peers is the firm’s substantial non-discretionary AUM—$19.7 million discretionary versus $35.0 million non-discretionary as of December 31, 2025—and its stated practice of providing complimentary educational seminars on current market and economic conditions for clients. The firm also leverages third‑party software and separate account managers for analysis and reporting and typically recommends institutional custodians (for example, Charles Schwab) to execute and custody client assets.
Client services
Expertise
Fee options
One-time fixed fee of $1,000 for financial planning only
$0 - $1,000,000: 0.60% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.30%
Hourly rate of $125/hr to update financial plan
Account minimum: $250,000 Minimum fee: Minimum portfolio management fee of $1,500, equates to a minimum portfolio size of $250,000, negotiable and may be waived at firm's discretion Fee-only: One-time fixed fee of $1,000 for financial planning only
Main office
Crown Point IN
Advisors at this office
1
Most active in
Illinois · Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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