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| Keyboard |
| Waypoint Strategic Advisors LLC
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|---|---|
| CRD # | 152077 |
| SEC # | 801-120800 |
| CIK # | |
| AUM | 136.3 M (2026-01-16) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 843-873-4420 |
| Address | 10570 Dorchester Rd Summerville, SC 29485 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 372 | 74.1 |
| (b) Individuals (high net worth individuals) | 53 | 62.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 728 | 136.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 728 | 136.3 |
| Total | 728 | 136.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.3 | |
| Total | 728 | 136.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 73 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Coordinated Capital Securities Inc
✚
|
WI | 136.8 M |
|
Norton Capital Management Inc
✚
|
VA | 136.6 M |
|
Vanweelden Wealth Management LLC
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OH | 136.5 M |
|
Bridgelight Capital LLC
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|
AZ | 136.4 M |
|
MFT Wealth Management Inc
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|
136.3 M | |
|
Strategic Portfolio Solutions LLC
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|
TX | 136.2 M |
|
Fithian LLC
✚
|
NY | 136.2 M |
|
Capitol Family Office Inc
✚
|
OR | 136.1 M |
|
Landmark Wealth Advisors LLC
✚
|
UT | 135.9 M |
|
1N Capital LLC
✚
|
135.9 M |