WAYPOINT FINANCIAL, LLC

WAYPOINT FINANCIAL, LLC is an SEC-registered investment adviser (CRD 284021). Regulatory assets under management: $37.1M.

Registration

• CRD: 284021
• Type: Registered investment adviser
• Phone: 267-871-0123
• Latest filing: 2026-03-10
• Regulatory AUM: $37.1M
• Discretionary AUM: $36.7M
• Non-discretionary AUM: $408K
• Clients: 2
• Accounts: 201

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284021 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search