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| Keyboard |
| Harmony Point Wealth Advisors Inc
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|---|---|
| CRD # | 323643 |
| SEC # | 801-126832 |
| CIK # | |
| AUM | 263.2 M (2026-03-25) |
| Employees | 2 (50% Investors, 50% 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) | 206 | 59.6 |
| (b) Individuals (high net worth individuals) | 66 | 203.6 |
| (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 | 620 | 263.2 |
| By Discretionary | ||
| Discretionary | 521 | 263.0 |
| Non-Discretionary | 99 | 0.2 |
| Total | 620 | 263.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.2 | |
| Total | 620 | 263.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Live Oak Investment Partners LLC
✚
|
TX | 266.4 M |
|
Echelon Group Inc
✚
|
ID | 265.2 M |
|
Horizon Financial Services LLC
✚
|
NC | 262.4 M |
|
Brucke Financial Inc
✚
|
262.4 M | |
|
Bradford Financial Services Corp
✚
|
261.9 M | |
|
Kiplinger Investment Advisors LLC
✚
|
OH | 261.7 M |
|
Corepath Wealth Partners LLC
✚
|
AZ | 261.2 M |
|
Portfolio Advisors Inc
✚
|
CA | 261.2 M |
|
CGI Plan Advisors Inc
✚
|
PA | 261.0 M |
|
The Wealth Conservancy Inc
✚
|
CO | 260.0 M |