# Harmony Point Wealth Advisors

Harmony Point Wealth Advisors is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/marekpfeilcfa

## Regulatory record

- **CRD number:** 323643
- **SEC file number:** 801-126832
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323643

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Asset Management

## 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.

### 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.

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Last updated: 2026-07-06T01:24:17.946Z

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