SYMPHONY WEALTH MANAGEMENT
  • SYMPHONY WEALTH MANAGEMENT
  • SYMPHONY WEALTH MANAGEMENT, LLC.

Adviser Profile

As of Date 04/01/2026
Registration SEC, Approved, 06/03/2016
Contact Info 813 xxxxxxx
AUM* 111,700,000 0%
of that, discretionary 111,700,000 100%
Number of Employees 3 50%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 15,957,143 0%
% High Net Worth 66.67% -33%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

122M 105M 87M 70M 52M 35M 17M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM43.4m #Funds-
Adviser EMBER L. FLACK, JD, CFP, CLU, CHFC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM180.0m #Funds-
Adviser ASCEND INTERPLAY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM390.2m #Funds-
Adviser INNOVA ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM264.8m #Funds-
Adviser ASSET RISK CONSULTANTS (UK) LIMITED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.4b #Funds-
Adviser PF ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM238.4m #Funds-
Adviser WHARTON MIDMARKET INVESTMENT ADVISORS INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM231.1m #Funds-
Adviser QUANTUM FINANCIAL SERVICES INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM730.9m #Funds-
Adviser THE RIKOON GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM72.2m #Funds-
Adviser V3LIMITED LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM122.4m #Funds-