SEC Form ADV

WAYPOINT WEALTH COUNSEL LLC

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

Registered Investment AdviserGA

$433.3M

Assets Under Management

Employees

Get LP Contact Details

Registration Details

Accession: crd-171822
Location: ATLANTA, GA
Filing Date: August 4, 2026
AUM: $433.3M
Employees: 4
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporationsOther

About this Adviser

WAYPOINT WEALTH COUNSEL LLC is a registered investment adviser headquartered in ATLANTA, GA, managing approximately $433.3M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings