LP Profile

WayPoint Wealth Counsel

Also known as waypoint wealth counsel

Wealth ManagerAtlanta, United StatesFounded 2014
$433M
Assets Under Management
Atlanta
Headquarters
Investment Focus

About WayPoint Wealth Counsel

Waypoint Wealth Counsel is an independent investment adviser in Atlanta, founded in 2014 by Brad McGrew and Matthew Woods. Fee-only wealth management and discretionary portfolio management are its services, with investments across a diversified range of assets such as stocks, bonds, ETFs and REITs.

Preferred Investment Types

BuyoutDistressed DebtSpecial SituationsReal Estate - General

Preferred Sectors & Themes

Real EstateResidential Property Acquisition & DevelopmentIndustrial Property Acquisition & DevelopmentCommercial Property Acquisition & Development

Preferred Geographies

AsiaEmerging MarketsEuropeGlobalNorth America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to WayPoint Wealth Counsel from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$824.3M
Total Clients
997
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
FAQ

Frequently asked questions

What type of investor is WayPoint Wealth Counsel?

WayPoint Wealth Counsel is a wealth manager based in Atlanta, United States, managing approximately $433M in assets.

Where is WayPoint Wealth Counsel headquartered?

WayPoint Wealth Counsel is headquartered in Atlanta, United States.

How much does WayPoint Wealth Counsel manage?

WayPoint Wealth Counsel manages approximately $433M in assets under management.

When was WayPoint Wealth Counsel founded?

WayPoint Wealth Counsel was founded in 2014.

What does WayPoint Wealth Counsel invest in?

WayPoint Wealth Counsel focuses on Buyout, Distressed Debt, Special Situations, Real Estate - General, Real Estate, Residential Property Acquisition & Development, Industrial Property Acquisition & Development, Commercial Property Acquisition & Development.

How can I contact WayPoint Wealth Counsel?

Verified contact details, key decision-makers, and investment preferences for WayPoint Wealth Counsel are available on LPbacked. Create a free account to access them.