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HARMONY POINT WEALTH ADVISORS, INC.
CRD 323643File 801-126832
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$263.2M
Below cohort median (national)
Discretionary AUM
$263.0M
Non-discretionary $181K
Clients
272
620 accounts
Employees
2
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 4, 2022
- Principal office
- 18872 MACARTHUR BLVD, SUITE 410, IRVINE, CA, 92612
- Phone
- 888-391-7378
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $263.2M
- Discretionary AUM
- $263.0M
- Non-discretionary AUM
- $181K
- Discretionary accounts
- 521
- Non-discretionary accounts
- 99
- Total accounts
- 620
- AUM per client
- $968K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 66 | $203.6M |
| Individuals (other than high net worth individuals) | 206 | $59.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.