Harbourfront Wealth America Inc.
● SEC registered since 2020CRD 306941SEC# 801-118067Vancouver
Reg. AUM
$9.2M
Employees
15
Accounts
24
Location
Vancouver
Harbourfront Wealth America Inc. assets under management
Harbourfront Wealth America Inc. is an investment advisory firm registered with the SEC based in Vancouver. The firm has been registered since 2020. It reports $9.2 million in regulatory assets under management and employs 15 people.
Harbourfront Wealth America Inc. owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 1364720 B.c. Ltd. Control | Shareholder | Over 75% | 2025 |
| Calder Ashton Ellis Control | Chief Compliance Officer | Under 5% | 2022 |
| Kim Thompson Control | President | Under 5% | 2024 |
| Zoheb Somani Control | Chief Financial Officer | Under 5% | 2024 |
| 1364710 B.c. Ltd. Control | Shareholder | Over 75% | 2022 |
| AG Harbourfront Holdings GP, LLC Control | General Partner | — | 2022 |
| AG Harbourfront Holdings, LP Control | Shareholder | Over 75% | 2022 |
| Audax Private Equity Business VI, L.P. Control | General Partner | — | 2018 |
| Audax Private Equity Business VI, L.P. Control | General Partner | — | 2018 |
| Audax Private Equity Fund Vi-A, L.P. Control | Limited Partner | 25-50% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Harbourfront Wealth America Inc. manage?
Harbourfront Wealth America Inc. reports $9.2 million in regulatory assets under management on its Form ADV.
How many employees does Harbourfront Wealth America Inc. have?
Harbourfront Wealth America Inc. reports 15 employees.
Where is Harbourfront Wealth America Inc. located?
Harbourfront Wealth America Inc. is based in Vancouver and has been SEC-registered since 2020.
Does Harbourfront Wealth America Inc. disclose fund performance?
Harbourfront Wealth America Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Royal Centre 1800 1055 West Georgia Street, Vancouver V6E3P3 |
| Phone | 877-588-6822 |
| Fax | 604-558-6823 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$9.2M▲ 44%
Mar '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,340 advisers
EmployeesTop 30%
More than 70% of 16,820 advisers
Assets under management
$9.2Mregulatory AUM
Discretionary $8.3MNon-discretionary $889K