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Harmony Point Wealth Advisors, Inc.

● SEC registered since 2022CRD 323643SEC# 801-126832Irvine, CA
Export (members)
Reg. AUM
$251.3M
Employees
3
Accounts
646
Location
Irvine, CA

Harmony Point Wealth Advisors, Inc. assets under management

Harmony Point Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Irvine, CA. The firm has been registered since 2022. It reports $251.3 million in regulatory assets under management and employs 3 people.
www.harmonypointwa.comView on SEC.gov ↗

Harmony Point Wealth Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Kenneth Robert Graham ControlVice President50-75%2022
Marek P Pfeil ControlPresident And Cco50-75%2022

Frequently asked questions

How much does Harmony Point Wealth Advisors, Inc. manage?

Harmony Point Wealth Advisors, Inc. reports $251.3 million in regulatory assets under management on its Form ADV.

How many employees does Harmony Point Wealth Advisors, Inc. have?

Harmony Point Wealth Advisors, Inc. reports 3 employees.

Where is Harmony Point Wealth Advisors, Inc. located?

Harmony Point Wealth Advisors, Inc. is based in Irvine, CA and has been SEC-registered since 2022.

Does Harmony Point Wealth Advisors, Inc. disclose fund performance?

Harmony Point Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18872 MacArthur Blvd, Suite 410, Irvine, CA 92612
Phone888-391-7378
Fax949-229-8402
Office hours7 a.m. - 4 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$210.2M
Non-discretionary$41.1M
Total (RAUM)$251.3M