Harbourfront Wealth America Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 18, 2026, reports $9M in regulatory assets under management, 15 employees, and 24 accounts.
Assets Under Management
$9M
Employees
15
Offices
--
Total Clients
22
Primary office
VANCOUVER
ROYAL CENTRE 1800 1055 WEST GEORGIA STREET, VANCOUVER, Canada
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.2% of total clients.
Top client categories% of clientsClients
1
Individuals
68.2%
15
2
HNWI
31.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9Mas of March 18, 2026
Discretionary90.3%
$8M
90% of total RAUM90.3%
Non-discretionary9.7%
$889K
10% of total RAUM9.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9M
Total Accounts24
10Y AUM Change+$9M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee1:1
10Y Employee Change+12 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.