SEC Form ADV

WAYPOINTS FINANCIAL

Firm profile: Waypoints Financial — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL
$157.7M
Assets Under Management
648
Total Clients
3
Employees
Get LP Contact Details

Registration Details

Accession
CRD-157494
Location
SEBRING, FL
Filing Date
March 19, 2026
AUM
$157.7M
Total Clients
648
Institutional Clients
2
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

WAYPOINTS FINANCIAL is a registered investment adviser headquartered in SEBRING, FL, managing approximately $157.7M in assets across 648 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.