Overview
Assets Under Management: $209 million
Headquarters: TIMONIUM, MD
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
WAYPOINT WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155574), WAYPOINT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WAYPOINT WEALTH MANAGEMENT, LLC is headquartered in TIMONIUM, MD.
WAYPOINT WEALTH MANAGEMENT, LLC serves 65 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, WAYPOINT WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
WAYPOINT WEALTH MANAGEMENT, LLC manages $209 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, WAYPOINT WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.10
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 547
Discretionary Accounts: 547
Regulatory Filings
CRD Number: 155574
Last Filing Date: 2025-02-18 00:00:00
Website: https://waypointwm.com