$22.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2021
- Office Locations
- 1
Office Locations
48 S South River Road Suite 101 Edgewater MD
About Harmony Wealth Advisors, LLC
Harmony Wealth Advisors, LLC is an independent RIA serving small business owners and retirees with planning-first advice that integrates taxes into every decision. The firm supports retirement, estate, and business-succession planning and builds portfolios using vehicles such as ETFs and mutual funds. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$22.0M AVG AUM / ADVISOR
$523.8K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
F
Frank Matthew Hetrick
Owner, PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
C
CHRISTOPHER Brent OLAND
Chief Compliance Officer, Founder, Managing Partner
- CRD
- #5439974
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $22,000,000 | -- |
| Total | $22,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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