CRD: 323643
Harmony Point Wealth Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2022
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between August 1, 2025 and March 25, 2026, reported AUM increased 4.7%, from $251.3M to $263.2M.
Across 4 reported observations, AUM increased 22.9% between September 6, 2023 and March 25, 2026, from $214.1M to $263.2M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 1 advisory representatives and 272 clients, or 272 clients per representative. That equates to $967.7K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
KENNETH ROBERT GRAHAM
Co-Owner
- CRD
- #2560875
- Ownership
- 50% but less than 75%
MAREK P PFEIL
President
- CRD
- #5566488
- Ownership
- 50% but less than 75%
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| 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
SMA allocation detail is available
Harmony Point Wealth Advisors, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.