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Co-Owner · Harmony Point Wealth Advisors, Inc.

Kenneth R. Graham

CRD 2560875 · Named on Form ADV at one SEC-registered adviser

At a glance

Harmony Point Wealth Advisors, Inc., an SEC-registered wealth manager based in Irvine, CA with $263 million in regulatory assets, lists Kenneth R. Graham on its Form ADV as Co-Owner, a control person.

Firms and roles

AtlasMembers

Kenneth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Marek P PfeilPresident and CCO, Harmony Point Wealth Advisors, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kenneth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.