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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Harmony Point Wealth Advisors Inc
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|---|---|
| CRD # | 323643 |
| SEC # | 801-126832 |
| CIK # | |
| AUM | $251.3 M (2025-07-30) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 888-391-7378 |
| Address | 18872 MacArthur Blvd Irvine, CA 92612 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 65.4 |
| (b) Individuals (high net worth individuals) | 54 | 186.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 646 | 251.3 |
| By Discretionary | ||
| Discretionary | 561 | 210.2 |
| Non-Discretionary | 85 | 41.1 |
| Total | 646 | 251.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.3 | |
| Total | 646 | 251.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hardy & Hardy Co LLC
✚
|
OH | 0.3 |
|
Fox Hill Wealth Management
✚
|
MA | 0.3 |
|
Norris Financial Group LLC
✚
|
SC | 0.3 |
|
Glass Wealth Management Co LLC
✚
|
TX | 0.3 |
|
Capital Cities Investments
✚
|
IN | 0.3 |
|
Alamar Capital Management LLC
✚
|
CA | 0.3 |
|
Universal Financial Advisors LLC
✚
|
MO | 0.3 |
|
Signature Equity Partners LLC
✚
|
OH | 0.3 |
|
Powers Advisory Group LLC
✚
|
IL | 0.3 |
|
Victus Captial Wealth LLC
✚
|
CA | 0.3 |