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Mark Jameison Eisenhut

Harmony Asset Management LLC

Cave Creek, AZ

Scottsdale, AZ

CRD 4331702

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Employer firm

Harmony Asset Management LLC CRD 116069

$463M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Harmony Asset Management Llc

16220 N. Scottsdale Road Suite 300, Scottsdale, AZ 85254 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-08-04
  • AZ RA
    APPROVED
    Since 2025-08-04

Branch Locations

Cave Creek, AZ • United States

16220 N. Scottsdale Road Suite 300, Scottsdale, AZ 85254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 08/2017 03/2024
Usaa Phoenix AZ 04/2003 08/2017
Mercer Investments, Llc Phoenix AZ 03/2024 03/2025
Harmony Asset Management Llc Scottsdale AZ 04/2025 Present
  • 08/2017 → 03/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 04/2003 → 08/2017
    Usaa
    Phoenix, AZ
  • 03/2024 → 03/2025
    Mercer Investments, Llc
    Phoenix, AZ
  • 04/2025 → Present
    Harmony Asset Management Llc
    Scottsdale, AZ
Other Businesses

HARMONEY NONPROFIT DBA FOR ADVISORY BUSINESS EXECUTIVE DIRECTOR SINCE 04/2025 INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-10
S63 Uniform Securities Agent State Law Examination 2017-10-27
  • S65 Uniform Investment Adviser Law Examination
    2025-07-10
  • S63 Uniform Securities Agent State Law Examination
    2017-10-27
Other Names
  • Mark J Eisenhut
  • Mark Eisenhut
  • Mark Jameison Eisenhut

View on SEC IAPD

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