WAYPOINT WEALTH PARTNERS, INC. of MILL VALLEY, CA is an SEC-registered investment adviser (CRD 131155). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Michelle Anne Mccarthy | CHIEF COMPLIANCE OFFICER | — |
| Charles Lee Bowes | SHAREHOLDER AND SENIOR WEALTH MANAGER | — |
| Annette Eriksen Brinton | SHAREHOLDER AND SENIOR WEALTH MANAGER | — |
| Courtney Brooke Hutchinson | CHIEF OPERATIONS OFFICER (01/2024) AND SHAREHOLDER (01/2020); SHAREHOLDER AND CHIEF OPERATIONS OFFICER | — |
| Jessica Shotwell Pence | SHAREHOLDER | — |
| RUNYON EDWARD ANDRES | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| BOWES CHARLES LEE | MANAGING MEMBER; SHAREHOLDER; SHAREHOLDER AND SENIOR WEALTH MANAGER | — |
| BRINTON ANNETTE ERIKSEN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MEMBER (+2 more) | — |
| HUTCHINSON COURTNEY BROOKE | CHIEF COMPLIANCE OFFICER (03/2020) AND SHAREHOLDER (01/2020); CHIEF OPERATIONS OFFICER (01/2024) AND SHAREHOLDER (01/2020); DIRECTOR OF OPERATIONS (03/2017), CHIEF COMPLIANCE OFFICER (01/2020) AND SHAREHOLDER (01/2020) | — |
| MCCARTHY MICHELLE ANNE | CHIEF COMPLIANCE OFFICER | — |
| Pence Jessica Shotwell | SHAREHOLDER | — |
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| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 877-768-4802 |
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