WAYPOINTS FINANCIAL, LLC
Doing business as WAYPOINTS FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$157,721,041
Discretionary
$157,721,041
Non-discretionary
$0
Firm details
- CRD number
- 157494
- SEC file number
- 801-130707
- Main office
- SEBRING, FL, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.