Harmony Point Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 25, 2026, reports $263M in regulatory assets under management, 2 employees, and 620 accounts.
Assets Under Management
$263M
Employees
2
Offices
--
Total Clients
272
Primary office
IRVINE, CA
18872 MACARTHUR BLVD, SUITE 410, IRVINE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.7% of total clients.
Top client categories% of clientsClients
1
Individuals
75.7%
206
2
HNWI
24.3%
66
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$263Mas of March 25, 2026
Discretionary99.9%
$263M
100% of total RAUM99.9%
Non-discretionary0.1%
$181K
0% of total RAUM0.1%
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$263M
Total Accounts620
10Y AUM Change+$263M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee136:1
10Y Employee Change0 (0.0%)
* 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.