$51.7M Total AUM
$51.7M Disc. AUM
-- 3Y CAGR
2 Employees
93 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-26-2020
- Office Locations
- 1
Office Locations
-- Gilbert AZ
About Harmoney Wealth, Pllc
Harmoney Wealth, PLLC is an Arizona-based, fee-only RIA led by a CERTIFIED FINANCIAL PLANNER™ providing financial planning and discretionary investment management. The firm emphasizes portfolio construction, asset allocation and risk management, primarily using ETFs and mutual funds, and supports estate, tax and insurance planning for individuals and entrepreneurs. Custodies on Altruist; recognized with a 2022 estate-planning award.
Team overview
-- AVG AGE
$25.9M AVG AUM / ADVISOR
$556.0K AVG AUM / CLIENT
6.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
TANNER RAY BORTNEM
Advisor, Managing Member
- CRD
- #6404679
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,710,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,710,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Other:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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