Investment adviser · CRD 155574
WAYPOINT WEALTH MANAGEMENT
Investment adviser filing (IA)
WAYPOINT WEALTH MANAGEMENT, LLC
TIMONIUM, MD, United States · Form ADV filed Aug 5, 2026
- Regulatory AUM
- $242M Form ADV · Item 5.F
- Client accounts
- 555 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 | 72 | $179,336,225 | 74.0% |
| Individuals | 132 | $60,002,908 | 24.7% |
| Corporations & businesses | 3 | $3,115,743 | 1.3% |
Filing source
Form ADV 2121902 · Aug 5, 2026 · 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: Aug 5, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
9515 DEERECO ROAD, SUITE 1001TIMONIUM, MD, 21093, United States
CRD 155574
Filing source
Form ADV 2121902 · Aug 5, 2026 · 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.