Investment adviser · CRD 134648
WAYPOINT CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
MINNEAPOLIS, MN, United States · Form ADV filed Nov 11, 2024
- Regulatory AUM
- $950M Form ADV · Item 5.F
- Client accounts
- 719 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 96 | $939,874,714 | 98.9% |
| Individuals | 32 | $10,063,697 | 1.1% |
Filing source
Form ADV 1912447 · Nov 11, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 11, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
600 SOUTH HIGHWAY 169, SUITE 1945MINNEAPOLIS, MN, 55426, United States
CRD 134648
Filing source
Form ADV 1912447 · Nov 11, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.