# WAYPOINT WEALTH PARTNERS, INC.

WAYPOINT WEALTH PARTNERS, INC. of MILL VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 131155
- Type: SEC-registered investment adviser
- SEC file number: 801-69262
- Location: 1 BELVEDERE PLACE, SUITE 200, MILL VALLEY, CA, 94941
- Phone: 877-768-4802
- Latest filing: 2025-03-24
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 12
- Accounts: 994

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (11)

| 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 | — |


## Branch offices (24)

_Showing 15 of 24 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |
| — | — | 1 | 877-768-4802 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131155/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131155/similar
- Related entities: https://search.stillhousedata.com/firm/131155/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131155

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.