Harbourfront Wealth America Inc.
Firm details
- Headquarters
- Vancouver,
- CRD number
- 306941
- Registered since
- February 13, 2020
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.3%
- Individuals40.7%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Harbourfront Wealth America Inc. is a small, independent registered investment adviser that provides portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and identifies as a capital allocator, but its filings show a strong tilt toward pooled public vehicles rather than direct private-asset deployment. Harbourfront is not an active ESG investor and does not position itself as a multi-state or pension consultant adviser. Its business profile indicates a focus on straightforward advisory relationships with individual and family clients rather than institutional mandates. Firms of this scale typically emphasize personalized service and discretionary portfolio management; Harbourfront’s filing confirms a predominance of discretionary authority over client accounts. The adviser was registered in 2020 and lists both foreign entity and individual ownership, suggesting a simple ownership structure rather than a large enterprise or affiliated wirehouse model.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities17%
- Cash & Cash Equivalents8%
Owners & executives
2 of 2Zoheb Somani
Chief Financial OfficerCRD 8057066

Calder Ellis
Chief Compliance OfficerCRD 7538446
Contacts
1 of 1Kim Thompson
PresidentCRD 8057933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vancouver, null
Location
Vancouver, null
Headquartered in Vancouver, null.
- Address
- Royal Ctr 1800 1055 W Georgia St
- Office locations