|
⚲
|
| Waypoints Financial LLC
✚
| |
|---|---|
| CRD # | 157494 |
| SEC # | 801-130707 |
| CIK # | |
| AUM | $114.7 MM (2024-08-16) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 863-402-5650 |
| Address | 149 East Center Avenue Sebring, FL 33870 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 404 | 57.0 |
| (b) Individuals (high net worth individuals) | 21 | 55.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 614 | 114.7 |
| By Discretionary | ||
| Discretionary | 614 | 114.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 614 | 114.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.7 | |
| Total | 614 | 114.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Flatrock Wealth Partners LLC
✚
|
CA | 0.1 |
|
Wealthtech Partners LLC
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|
CA | 0.1 |
|
Apple Tree Asset Management LLC
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IN | 0.1 |
|
PSC Financial LLC
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|
MN | 0.1 |
|
Fairchild Financial Advisors Inc
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|
CA | 0.1 |
|
Trinity Investment Management LLC
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TX | 0.1 |
|
Scratch Capital LLC
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|
ID | 0.1 |
|
Lone Peak Advisers LLC
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|
UT | 0.1 |
|
CAVU Wealth Management Inc
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|
CA | 0.1 |
|
Defined Financial Planning LLC
✚
|
CA | 0.1 |