|
⚲
|
| Keyboard |
| Waypoint Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 155574 |
| SEC # | 801-110641 |
| CIK # | |
| AUM | 242.5 M (2026-04-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 410-561-3994 |
| Address | 9515 Deereco Road Timonium, MD 21093 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 60.0 |
| (b) Individuals (high net worth individuals) | 72 | 179.3 |
| (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 | 0 | 0.0 |
| (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 | 3 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 555 | 242.5 |
| By Discretionary | ||
| Discretionary | 555 | 242.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 555 | 242.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.5 | |
| Total | 555 | 242.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pursue Wealth Partners LLC
✚
|
243.4 M | |
|
Exit Wealth Advisors LLC
✚
|
GA | 243.2 M |
|
Zephyr Investment Management Inc
✚
|
CA | 242.8 M |
|
Matthias Private Wealth LLC
✚
|
FL | 242.8 M |
|
Blalock Williams LLC
✚
|
AL | 242.6 M |
|
Chiron Capital Management LLC
✚
|
FL | 242.6 M |
|
Anson Capital Inc
✚
|
GA | 242.2 M |
|
Position Wealth LLC
✚
|
TX | 242.1 M |
|
Vanderbilt Avenue Asset Management LLC
✚
|
NY | 241.9 M |
|
1620 Investment Advisors Inc
✚
|
MA | 241.6 M |