HARMONY WEALTH PARTNERS LLC

HARMONY WEALTH PARTNERS

BOSTON, Massachusetts·3 registered advisors·CRD# 330544

SEC# 801-1303810(617) 359-0438

01

Firm Overview

AUM

$48M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at HARMONY WEALTH PARTNERS LLC

3 registered advisors

Kimberly Beth Dellarocca

BOSTON, Massachusetts

Matthew Stephen Morse

BOSTON, Massachusetts

Thomas Vincent Dunlap

BOSTON, Massachusetts

05

Office Locations

BOSTON, Massachusetts

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Data sourced from SEC Form ADV filings. HARMONY WEALTH PARTNERS LLC (CRD# 330544) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.