Waypoint Wealth Management

RIASEC RegisteredEst. 2017

Total AUM

$242M

Discretionary

$242M

100% of AUM

Avg account

$437K

Accounts

555

Employees

1

Advisory reps

2

Firm details

Headquarters: Timonium, Maryland
CRD number: 155574
Registered since: May 31, 2017
Website: www.waypointwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI73.97%
Individuals24.75%
Corporations / Businesses1.29%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Waypoint Wealth Management is an independent, owner-operated registered investment adviser formed in 2017 that serves both individual/family and institutional clients. The firm positions itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its fee model includes both percentage-of-AUM and fixed-fee arrangements. Waypoint does not present itself as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds74%
Cash & Cash Equivalents12%
US Government Bonds8%
Exchange Traded Equities3%
State & Local Bonds2%

Contacts

2 of 2

Peter Dixon
Partner and AdvisorCRD 3083659
Victoria Dixon
CRD 3181579

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Timonium, MD

Baltimore

Location

Timonium, MD

Headquartered in Timonium, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Baltimore
Address: 9515 Deereco Rd
Time zone: ET (UTC-5)
Office locations

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