Symphony Wealth Management, LLC.
● SEC registered since 2016CRD 283794SEC# 801-107877
Reg. AUM
$111.7M
Employees
3
Accounts
7
Location
—
Symphony Wealth Management, LLC. assets under management
Symphony Wealth Management, LLC. operates as an SEC-registered investment adviser. The firm has been registered since 2016. It reports $111.7 million in regulatory assets under management and employs 3 people.
Symphony Wealth Management, LLC. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Christian Daniels Control | President, Cco, Managing Member | Over 75% | 2015 |
Frequently asked questions
How much does Symphony Wealth Management, LLC. manage?
Symphony Wealth Management, LLC. reports $111.7 million in regulatory assets under management on its Form ADV.
How many employees does Symphony Wealth Management, LLC. have?
Symphony Wealth Management, LLC. reports 3 employees.
Does Symphony Wealth Management, LLC. disclose fund performance?
Symphony Wealth Management, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 813-318-1526 |
| Fax | 813-792-1119 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 283794 |
| Discloses disciplinary history | No |
Regulatory AUM
$111.7M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$111.7Mregulatory AUM
Discretionary $111.7M