Harmony Point Wealth Advisors, Inc.
● SEC registered since 2022CRD 323643SEC# 801-126832Irvine, CA
Reg. AUM
$263.2M
Employees
2
Accounts
620
Location
Irvine, CA
About Harmony Point Wealth Advisors
Harmony Point Wealth Advisors delivers high-touch, individualized wealth management as a fiduciary for individuals, families, entrepreneurs, and corporate executives. It stresses transparency, personal relationships, and a straightforward approach to growing and preserving wealth.
Summary based on the firm’s website.
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 $263.2 million in regulatory assets under management and employs 2 people.
Harmony Point Wealth Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Robert Graham Control | Co-Owner | 50-75% | 2022 |
| Marek P Pfeil Control | President And Cco | 50-75% | 2022 |
Frequently asked questions
How much does Harmony Point Wealth Advisors, Inc. manage?
Harmony Point Wealth Advisors, Inc. reports $263.2 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 2 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
| Address | 18872 MacArthur Blvd, Suite 410, Irvine, CA 92612 |
| Phone | 888-391-7378 |
| Fax | 949-229-8402 |
| Office hours | 7 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$263.2M▲ 5%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$263.2Mregulatory AUM
Discretionary $263MNon-discretionary $181K