HARMONY POINT WEALTH ADVISORS, INC.

HARMONY POINT WEALTH ADVISORS, INC. of IRVINE, CA is an SEC-registered investment adviser (CRD 323643). Regulatory assets under management: $263.2M.

Registration

• CRD: 323643
• SEC file number: 801-126832
• Type: Registered investment adviser
• Location: 18872 MACARTHUR BLVD, SUITE 410, IRVINE, CA, 92612
• Phone: 888-391-7378
• Latest filing: 2026-03-25
• Regulatory AUM: $263.2M
• Discretionary AUM: $263.0M
• Non-discretionary AUM: $181K
• Clients: 2
• Accounts: 620

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323643 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search