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WAYPOINTS FINANCIAL
WAYPOINTS FINANCIAL, LLC
CRD 157494 · SEC 801-130707
149 EAST CENTER AVENUE, SEBRING, FL, 33870, United States
Phone
863-402-5650
Fax
863-402-5651
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.7M
Discretionary AUM
$157.7M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 396 | $56.7M |
| High net worth individuals | 32 | $98.6M |
| Charitable organizations | 2 | $2.4M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD