Falists
← Back to search

WAYPOINT WEALTH MANAGEMENT

WAYPOINT WEALTH MANAGEMENT, LLC

CRD 155574 · SEC 801-110641

Visit website

9515 DEERECO ROAD, SUITE 604, TIMONIUM, MD, 21093, United States

Phone

410-561-3994

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$242.5M

Discretionary AUM

$242.5M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals132$60.0M
High net worth individuals72$179.3M
Corporations/business entities3$3.1M

States served

DE, MD, PA, VA, FL

All web addresses on file

Official SEC filing: View on IAPD