WAYPOINT WEALTH MANAGEMENT, LLC
Doing business as WAYPOINT WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$242,454,876
Discretionary
$242,454,876
Non-discretionary
$0
Firm details
- CRD number
- 155574
- SEC file number
- 801-110641
- Main office
- TIMONIUM, MD, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.WAYPOINTWM.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.