WAYPOINT WEALTH COUNSEL LLC
SEC Form ADV profile.
Total regulatory AUM
$433,270,715
Discretionary
$416,760,297
Non-discretionary
$16,510,418
Firm details
- CRD number
- 171822
- SEC file number
- 801-110569
- Main office
- ATLANTA, GA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.WAYPOINTWC.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.