RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 1, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GRAHAM, KENNETH, ROBERTIVICE PRESIDENTD Control
GRAHAM, KENNETH, ROBERTIVICE PRESIDENTD Control
GRAHAM, KENNETH, ROBERTIVICE PRESIDENTD Control
GRAHAM, KENNETH, ROBERTIVICE PRESIDENTD Control
GRAHAM, KENNETH, ROBERTIVICE PRESIDENTD Control
GRAHAM, KENNETH, ROBERTIVICE PRESIDENTD Control
GRAHAM, KENNETH, ROBERTIVICE PRESIDENTD Control
GRAHAM, KENNETH, ROBERTIVICE PRESIDENTD Control
GRAHAM, KENNETH, ROBERTIVICE PRESIDENTD Control
GRAHAM, KENNETH, ROBERTIVICE PRESIDENTD Control
GRAHAM, KENNETH, ROBERTIVICE PRESIDENTD Control
PFEIL, MAREK, PIPRESIDENT AND CCOD Control
PFEIL, MAREK, PIPRESIDENT AND CCOD Control
PFEIL, MAREK, PIPRESIDENT AND CCOD Control
PFEIL, MAREK, PIPRESIDENT AND CCOD Control
PFEIL, MAREK, PIPRESIDENT AND CCOD Control
PFEIL, MAREK, PIPRESIDENT AND CCOD Control
PFEIL, MAREK, PIPRESIDENT AND CCOD Control
PFEIL, MAREK, PIPRESIDENT AND CCOD Control
PFEIL, MAREK, PIPRESIDENT AND CCOD Control
PFEIL, MAREK, PIPRESIDENT AND CCOD Control
PFEIL, MAREK, PIPRESIDENT AND CCOD Control

Registrations

Federal

IA
Aug 1, 2025 REGISTERED

Notice Filings (18)

AZ CA CT FL IL LA MA MD MO NC NE NH NJ NV NY OH TX WA

Address

18872 MACARTHUR BLVD
SUITE 410
IRVINE, CA 92612
United States
Phone: 888-391-7378