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HARMONY POINT WEALTH ADVISORS, INC.
18872 Macarthur Blvd
Suite 410
Irvine, California 92614
Tel: 888-391-7378
About HARMONY POINT WEALTH ADVISORS, INC.
HARMONY POINT WEALTH ADVISORS, INC, formally registered with the SEC as HARMONY POINT WEALTH ADVISORS, INC. The firm was established in 11/04/2022. They have over 1 offices throughout the country.
HARMONY POINT WEALTH ADVISORS, INC. is a Irvine, California based Financial Planning firm with nearly $244,387,828 assets under management, offering retirement planning & investment advisory services to 704 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323643 |
| SEC# | 801-126832 |
| Assets Managed by Firm | $244,387,828 |
| No. of Clients | 704 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 704 | $244,387,828 |
| Individuals (other than high net worth individuals) | 226 | $70,732,775 |
| High net worth individuals | 56 | $171,227,566 |
| Corporations or other businesses | 1 | $2,427,487 |
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