# Harmony Point Wealth Advisors, Inc.

> Harmony Point Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Irvine, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 323643
- Filed as: HARMONY POINT WEALTH ADVISORS, INC.
- Also doing business as: HARMONY POINT WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323643
- AdvisorCensus page: https://advisorcensus.com/firm/harmony-point-wealth-advisors-inc-irvine-ca-323643

## Quick answers

**How is Harmony Point Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Harmony Point Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is Harmony Point Wealth Advisors, Inc. located?**
Harmony Point Wealth Advisors, Inc.'s principal office is in Irvine, CA, according to its Form ADV.

**Is Harmony Point Wealth Advisors, Inc. registered with the SEC or a state?**
Harmony Point Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323643.

**How much does Harmony Point Wealth Advisors, Inc. manage?**
Harmony Point Wealth Advisors, Inc. reports $263,212,695 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Harmony Point Wealth Advisors, Inc.'s assets and staff changed since 2023?**
In the Form ADV data for Harmony Point Wealth Advisors, Inc.: Regulatory assets under management: $214,118,309 in the October 2023 data and $263,212,695 in the October 2026 data, up 23%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Harmony Point Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206); high net worth individuals (66).

**Which custodians does Harmony Point Wealth Advisors, Inc. use?**
Harmony Point Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Inc and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Harmony Point Wealth Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323643

**Does Harmony Point Wealth Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Harmony Point generally requires a minimum account size of $100,000. Harmony Point, in its sole discretion, may waive the required minimum."

**What changed in Harmony Point Wealth Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 1.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Harmony Point generally requires a minimum account size of $100,000. Harmony Point, in its sole discretion, may waive the required minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Inc
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $263,212,695
- Discretionary: $263,031,475
- Non-discretionary: $181,220

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 206 | $59,621,492 |
| High net worth individuals | 66 | $203,591,203 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, FL, IL, LA, MA, MD, MO, NC, NE, NH, NJ, NV, NY, OH, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harmonypointwa.com
- LinkedIn @marekpfeilcfa
- LinkedIn @teresacamacho

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $214,118,309 | 2 | September 6, 2023 |
| October 2024 | $244,387,828 | 2 | May 2, 2024 |
| October 2025 | $251,333,444 | 3 | July 30, 2025 |
| October 2026 | $263,212,695 | 2 | March 25, 2026 |

Regulatory assets under management: $214,118,309 in the October 2023 data and $263,212,695 in the October 2026 data, up 23%.
Total employees: 2 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harmony Point Wealth Advisors, Inc. (CRD 323643): Form ADV filing data as of October 2026.