SEC Form ADV

WAYPOINT WEALTH COUNSEL LLC

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

Registered Investment AdviserGA
$824.3M
Assets Under Management
997
Total Clients
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Registration Details

Accession
CRD-171822
Location
ATLANTA, GA
Filing Date
March 25, 2026
AUM
$824.3M
Total Clients
997
Amendment
No

About this Adviser

WAYPOINT WEALTH COUNSEL LLC is a registered investment adviser headquartered in ATLANTA, GA, managing approximately $824.3M in assets across 997 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.