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HARBOURFRONT WEALTH AMERICA INC.
CRD 306941File 801-118067
APPROVED
Retail clients
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.2M
Bottom 25% of cohort (national)
Discretionary AUM
$8.3M
Non-discretionary $889K
Clients
22
24 accounts
Employees
15
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 13, 2020
- Principal office
- ROYAL CENTRE 1800 1055 WEST GEORGIA STREET, VANCOUVER, V6E3P3
- Phone
- 877-588-6822
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.2M
- Discretionary AUM
- $8.3M
- Non-discretionary AUM
- $889K
- Discretionary accounts
- 18
- Non-discretionary accounts
- 6
- Total accounts
- 24
- AUM per client
- $418K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $5.5M |
| Individuals (other than high net worth individuals) | 15 | $3.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.