WAYPOINT WEALTH MANAGEMENT of TIMONIUM, MD is an SEC-registered investment adviser (CRD 155574). Regulatory assets under management: $242.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |