WAYMAKER PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FRISCO, Texas
CRD number
313403

Firm profile

FINTRX

Overview

Waymaker Partners, LLC is organized as a limited liability company and operates as a sponsor and general partner/managing member of pooled investment vehicles. Public records indicate the firm focuses on pooled-vehicle structures rather than acting as a traditional multi-state investment adviser, and it is not listed as an active ESG investor. Ownership is recorded as an individual owner type and the adviser classification in the available data is unclassified; the year of SEC registration is not provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • THOMAS MATTERA

    PartnerCRD 7389279

  • CHRIS HOUSEWRIGHT

    PartnerCRD 7389280

  • KEITH DUNKIN

    PartnerCRD 7389278

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FRISCO, TX

COLLIN

Location

FRISCO, TX

Headquartered in FRISCO, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
1 Cowboys Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth