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HARMONY WEALTH PARTNERS

BOSTON, MA · CRD 330544 · IAPD ↗ · harmonywealth.com · (617) 359-0438

$48.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
January 2025 — HARMONY WEALTH PARTNERS (BOSTON, MA) left the SEC roster — its 120-day provisional registration did not convert (was $48.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
July 2024 — HARMONY WEALTH PARTNERS (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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