1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HARMONY POINT WEALTH ADVISORS, INC.

Map pinIRVINE, CA
Phone888-391-7378
NotebookSEC #801-126832
Total AUM
$263.2M
Employees
2
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18872 MACARTHUR BLVD
SUITE 410
IRVINE
CA 92612
United States
Operating Hours
7 AM - 4 PM
Monday - Friday
Phone
888-391-7378

ReceiptFinancials

Total AUM
$263.2M
Accounts
620
Discretionary
$263M
Accounts
521
Non-Discretionary
$181.2K
Accounts
99

ContactClients

View more in analytics →

Individual Clients
206
AUM
$59.6M
HNW Individual Clients
66
AUM
$203.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLILLAMAMDMONCNENHNJNVNYOHTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account