Waypoint Capital Advisors LLC

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CAFR Data
Waypoint Capital Advisors LLC
CRD #134648
SEC #801-111728
CIK #
AUM $238.9 MM (99% Disc, 100% US, 2020-03-23)
Employees4 (100% Investors, 0% Brokers)
Phone612-438-2470
Address600 South Highway 169
Minneapolis, MN 55426
Source [IAPD] [Website]
Total AUM ($MM)
240192144964802004200920152021
Comparable Firms State AUM ($BB)
Prestige Planning Inc
MN 0.2
The David J Yvars Group Inc
NY 0.2
AllSquare Wealth Management LLC
NY 0.2
SAM Advisors LLC
CA 0.2
Signet Investment Advisory Group Inc
RI 0.2
Tmfs--Cleveland LLC
OH 0.2
Nancy A Socha & Associates LLC
NY 0.2
Macnealy Hoover Investment Management Inc
OH 0.2
Kummer Financial Strategies Inc
CO 0.2
Berkeley Inc
ID 0.2
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