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WAYPOINT WEALTH COUNSEL LLC
CRD 171822 · SEC 801-110569
3715 NORTHSIDE PARKWAY NW, BUILDING 100, SUITE 310, ATLANTA, GA, 30327, United States
Phone
404-955-7481
Fax
888-250-2063
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$824.3M
Discretionary AUM
$803.1M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $76.1M |
| High net worth individuals | 154 | $725.2M |
States served
AL, CA, GA, LA, MD, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD