# WAYPOINT WEALTH MANAGEMENT

WAYPOINT WEALTH MANAGEMENT of TIMONIUM, MD is an SEC-registered investment adviser.

## Registration

- CRD: 155574
- Type: SEC-registered investment adviser
- SEC file number: 801-110641
- Location: 9515 DEERECO ROAD, TIMONIUM, MD, 21093
- Phone: 410-561-3994
- Latest filing: 2026-08-05
- Regulatory AUM: $242.5M
- Discretionary AUM: $242.5M
- Clients: 1
- Accounts: 555

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Grant Alexander Palmer | MANAGING MEMBER | — |
| Peter David Dixon | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| CALLAN DAVID JOHN | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| PALMER GRANT ALEXANDER | MANAGING DIRECTOR; MANAGING MEMBER | — |
| DIXON PETER DAVID | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; PARTNER | — |
| Victoria Leigh Dixon | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155574/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155574/similar
- Related entities: https://search.stillhousedata.com/firm/155574/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155574

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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.