SEC Form ADV

WAYPOINT WEALTH MANAGEMENT

Firm profile: Waypoint Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMD
$242.5M
Assets Under Management
1
Employees
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Registration Details

Accession
crd-155574
Location
TIMONIUM, MD
Filing Date
August 5, 2026
AUM
$242.5M
Employees
1
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

WAYPOINT WEALTH MANAGEMENT is a registered investment adviser headquartered in TIMONIUM, MD, managing approximately $242.5M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.