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Harmony Point Wealth Advisors
HARMONY POINT WEALTH ADVISORS, INC. is an SEC-registered investment adviser in IRVINE, CA, registered since 2022. The firm manages $263 million in assets on a...
Harmony Point Wealth Advisors
HARMONY POINT WEALTH ADVISORS, INC. is an SEC-registered investment adviser in IRVINE, CA, registered since 2022. The firm manages $263 million in assets on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
What is Harmony Point Wealth Advisors' registration status?
Harmony Point Wealth Advisors, Inc. is registered with the SEC as an investment advisor. Its registration is public, but specific details about its client base, assets under management, and services are not widely available in public sources.
Is Harmony Point Wealth Advisors a single-family or multi-family office?
Based on its corporate structure and registration, Harmony Point operates as a multi-family office. It serves multiple high-net-worth families, but its client count and discretion over assets are not disclosed.
What investment services does Harmony Point offer?
Harmony Point provides financial planning, investment management, and portfolio advisory to clients. The specific asset classes, strategies, or direct investment capabilities are not detailed in public filings or marketing materials.
Who leads Harmony Point Wealth Advisors?
No named principals or leadership team members have been publicly identified through SEC filings, press releases, or firm announcements. The firm's leadership structure is not disclosed.
Where is Harmony Point Wealth Advisors headquartered?
The firm is based in the United States. An exact city or street address is not available in public sources beyond its SEC registration showing a US location.
Does Harmony Point co-invest or invest in private markets?
There is no public evidence that Harmony Point engages in direct co-investments or private market deals. Its investment activities, if any outside of traditional wealth management, are not documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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