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Harmony Point Wealth Advisors, Inc.

Harmony Point Wealth Advisors, Inc.. CRD 323643

Harmony Point Wealth Advisors, Inc. logo

CRD: 323643

Harmony Point Wealth Advisors, Inc.

Irvine, CA, 92612
8883917378
www.harmonypointwa.com
$263.2M Total AUM
$263.0M Disc. AUM
-- 3Y CAGR
2 Employees
272 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Assetmark ยท Charles Schwab & Company
Clients
Retail
Platforms
FrontierBridge prime +more
Established Date
09-01-2022
Office Locations
1

Office Locations

18872 Macarthur Blvd Suite 410 Irvine CA

About Harmony Point Wealth Advisors, Inc.

Harmony Point Wealth Advisors is a fiduciary RIA providing high-touch, individualized financial planning and investment management, using modern technology with an emphasis on transparency. The firm aims to help clients grow and preserve wealth through a simplified, straightforward process, often supporting business owners and entrepreneurs with tax, estate, insurance, and succession planning. Operates on the AssetMark platform with Charles Schwab custody.

Team overview

47 AVG AGE
$263.2M AVG AUM / ADVISOR
$967.7K AVG AUM / CLIENT
3.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Harbor Signal Horizon beacon Horizon Glacier signal Delta pathway Vital Value

Client Personas

Beacon Delta focus

CRM

Radial harbor

Custodian

Beacon

Investment Themes

Value timber Foundation focus Pathway

Investment Vehicles

Signal signal Prime foundation

Platform

Fusion

Services

Timber summit Fusion Fusion Value catalyst Ember Vital Capital

Technology

Eagle oak Fusion Frontier fusion

Owner & Executives

K

KENNETH ROBERT GRAHAM

Co-Owner

CRD
#2560875
Ownership
50% but less than 75%
(887) 411-2423
unison.matrix@eaglecapital.com
in linkedin.com/in/glacier-eagle
MAREK P PFEIL

MAREK P PFEIL

Chief Compliance Officer, President

CRD
#5566488
Ownership
50% but less than 75%
(230) 931-2810
eagle.pathway@vertexcapital.com
in linkedin.com/in/north-momentum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-06-2023
05-02-2024
08-01-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $263,031,475 $504,859
Non-Discretionary $181,220 $1,831
Total $263,212,695 $424,537

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Separately Managed Accounts

Total SMA Asset: $263,212,695

$263.2M Total SMA
Public Funds:
26.7%
Cash:
56.5%
Equity - OTC:
16.8%
Asset class Assets Assets %
Public Funds $462,914,450 26.7%
Cash $979,575,522 56.5%
Equity - OTC $291,272,014 16.8%
Total $1,733,761,986 100.0%

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