Investment adviser · CRD 131155
WAYPOINT WEALTH PARTNERS
Investment adviser filing (IA)
WAYPOINT WEALTH PARTNERS, INC.
MILL VALLEY, CA, United States · Form ADV filed Mar 24, 2025
- Regulatory AUM
- $1.07B Form ADV · Item 5.F
- Client accounts
- 994 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 5 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 | 168 | $1,051,180,731 | 97.9% |
| Individuals | 28 | $17,790,095 | 1.7% |
| Charities | Fewer than 5 | $4,293,009 | 0.4% |
Filing source
Form ADV 1965658 · Mar 24, 2025 · 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: Mar 24, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1 BELVEDERE PLACE, SUITE 200MILL VALLEY, CA, 94941, United States
CRD 131155
Filing source
Form ADV 1965658 · Mar 24, 2025 · 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.