H
$54.7M Total AUM
$19.7M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus catalystMatrix +more
- Established Date
- 07-12-2019
- Office Locations
- 1
Office Locations
-- Crown Point IN
About Harmony Wealth Management LLC
Harmony Wealth Management LLC provides comprehensive wealth management combining personalized financial planning with ongoing investment management. The firm emphasizes investor education, behavioral coaching, and disciplined, diversified asset allocation that is rebalanced over time to support individuals and families pursuing long-term goals. Portfolios are ETF- and public-fund oriented, and the practice custodians with Charles Schwab.
Team overview
-- AVG AGE
$54.7M AVG AUM / ADVISOR
$701.7K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Oak Atlas
Custodian
Foundation Harbor
Investment Themes
Pioneer Optima Wave
Investment Vehicles
Legacy vital
Services
Radial Wave Frontier glacier Catalyst Quantum Quantum
Technology
Quantum Glacier Oak ember
Owner & Executives
S
SCOTT ALLEN PEDERSON
Advisor
- CRD
- #2803918
- Ownership
- 75% or more
(383) 271-3712
crest.legacy@crestcapital.com
in linkedin.com/in/glacier-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,743,667 | -- |
| Non-Discretionary | $34,991,127 | -- |
| Total | $54,734,794 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,734,794
Equity - Exchange:
13.8% Public Funds:
8.4% Municipal Bonds:
23.4% U.S. Government/Agency:
22.5% Cash:
12.9% Corporate - Investment Grade:
19.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $431,450,177 | 13.8% |
| Public Funds | $262,621,847 | 8.4% |
| Municipal Bonds | $731,589,430 | 23.4% |
| U.S. Government/Agency | $703,451,375 | 22.5% |
| Cash | $403,312,122 | 12.9% |
| Corporate - Investment Grade | $594,025,604 | 19.0% |
| Total | $3,126,450,555 | 100.0% |