Waypoint Wealth Management

RIASEC RegisteredEst. 2017

Total AUM

$242M

Discretionary

$242M

100% of AUM

Avg account

$437K

Accounts

555

Employees

Advisory reps

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 registered investment adviser organized as an LLC and SEC-registered since 2017. The firm is individually owned and serves both individual and family clients as well as institutional accounts. Its fee model combines percentage-of-AUM billing with fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm describes itself as a capital allocator and does not identify as an active ESG investor.