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SYMPHONY WEALTH MANAGEMENT
SYMPHONY WEALTH MANAGEMENT, LLC.
CRD 283794 · SEC 801-107877
MO, United States
Phone
813-318-1526
Fax
813-792-1119
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$111.7M
Discretionary AUM
$111.7M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $1.3M |
| High net worth individuals | 4 | $110.4M |
States served
MO, TX, FL
Official SEC filing: View on IAPD