|
⚲
|
| Waypoints Financial LLC
✚
|
|
|---|---|
| CRD # | 157494 |
| SEC # | 801-130707 |
| CIK # | |
| AUM | $157.7 M (2026-03-19) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 863-402-5650 |
| Address | 149 East Center Avenue Sebring, FL 33870 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 396 | 56.7 |
| (b) Individuals (high net worth individuals) | 32 | 98.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 648 | 157.7 |
| By Discretionary | ||
| Discretionary | 648 | 157.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 648 | 157.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.7 | |
| Total | 648 | 157.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Eideard Group LLC
✚
|
NH | 0.2 |
|
RG Financial LLC
✚
|
CA | 0.2 |
|
Perspective Wealth Advisors LLC
✚
|
CO | 0.2 |
|
M2 Financial LLC
✚
|
CA | 0.2 |
|
Primary Wealth Management LLC
✚
|
NE | 0.2 |
|
Hallett Investments LLC
✚
|
WA | 0.2 |
|
Avocet Capital Management LLC
✚
|
IL | 0.2 |
|
Strategic Wealth Management LLC
✚
|
TX | 0.2 |
|
Outfitters Financial LLC
✚
|
ME | 0.2 |
|
Georgia Wealth Partners LLC
✚
|
GA | 0.2 |