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HARMONY POINT WEALTH ADVISORS, INC.

CRD 323643 · SEC 801-126832

Visit website

18872 MACARTHUR BLVD, SUITE 410, IRVINE, CA, 92612, United States

Phone

888-391-7378

Fax

949-229-8402

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$263.2M

Discretionary AUM

$263.0M

Team

2 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals206$59.6M
High net worth individuals66$203.6M

States served

AZ, CA, IL, LA, MD, MA, NE, NV, NJ, NY, NC, OH, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD