HARMONY POINT WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$263,212,695
Discretionary
$263,031,475
Non-discretionary
$181,220
Firm details
- CRD number
- 323643
- SEC file number
- 801-126832
- Main office
- IRVINE, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.harmonypointwa.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of November 2026.