Harmony Point Wealth Advisors, Inc.
Harmony Point Wealth Advisors, Inc. is an SEC-registered mass-market adviser in Irvine, CA with $263.2M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Harmony Point Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323643, SEC 801-126832, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $263.2M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Irvine, CA
- Employees
- 2
- Clients
- 272
- CRD
- 323643
- Ownership
- PFEIL, MAREK, P; GRAHAM, KENNETH, ROBERT
How much AUM does Harmony Point Wealth Advisors, Inc. have?
Harmony Point Wealth Advisors, Inc. reported $263.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Harmony Point Wealth Advisors, Inc.?
Disclosed owners and executives of Harmony Point Wealth Advisors, Inc. include PFEIL, MAREK, P, GRAHAM, KENNETH, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.