HARMONY POINT WEALTH ADVISORS, INC.
CRD #323643 SEC #801-126832 IRVINE, CA 888-391-7378
SEC Registered
Total AUM
$251.3M
Discretionary
$210.2M
Employees
3
Clients
10
Accounts
646
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $251.3M | $210.2M | $41.1M | 3 | 0 |
| Jul 2025 | $251.3M | $210.2M | $41.1M | 3 | 0 |
| Jun 2025 | $251.3M | $210.2M | $41.1M | 3 | 0 |
| Mar 2025 | $251.3M | $210.2M | $41.1M | 3 | 0 |
| May 2024 | $244.4M | $202.4M | $42M | 2 | 0 |
| Mar 2024 | $244.4M | $202.4M | $42M | 2 | 0 |
| Sep 2023 | $214.1M | $200.7M | $13.4M | 2 | 0 |
| Mar 2023 | $214.1M | $200.7M | $13.4M | 2 | 0 |
| Dec 2022 | $0 | $0 | $0 | 2 | 0 |
| Nov 2022 | $0 | $0 | $0 | 2 | 0 |
| Oct 2022 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$251.3M
Discretionary$210.2M
Non-Disc.$41.1M
Employees3
Clients0
DateJul 2025
Total AUM$251.3M
Discretionary$210.2M
Non-Disc.$41.1M
Employees3
Clients0
DateJun 2025
Total AUM$251.3M
Discretionary$210.2M
Non-Disc.$41.1M
Employees3
Clients0
DateMar 2025
Total AUM$251.3M
Discretionary$210.2M
Non-Disc.$41.1M
Employees3
Clients0
DateMay 2024
Total AUM$244.4M
Discretionary$202.4M
Non-Disc.$42M
Employees2
Clients0
DateMar 2024
Total AUM$244.4M
Discretionary$202.4M
Non-Disc.$42M
Employees2
Clients0
DateSep 2023
Total AUM$214.1M
Discretionary$200.7M
Non-Disc.$13.4M
Employees2
Clients0
DateMar 2023
Total AUM$214.1M
Discretionary$200.7M
Non-Disc.$13.4M
Employees2
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0