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SYMPHONY WEALTH MANAGEMENT

· CRD 283794 · IAPD ↗ · 813-318-1526

$111.7MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — SYMPHONY WEALTH MANAGEMENT notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.