# WAYPOINT STRATEGIC WEALTH LLC

WAYPOINT STRATEGIC WEALTH LLC is an SEC-registered investment adviser.

## Registration

- CRD: 332314
- Type: SEC-registered investment adviser
- Phone: (203) 803-0462
- Latest filing: 2026-08-06
- Regulatory AUM: $20.7M
- Discretionary AUM: $15.9M
- Non-discretionary AUM: $4.8M
- Clients: 1
- Accounts: 20

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332314/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332314/similar
- Related entities: https://search.stillhousedata.com/firm/332314/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332314

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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.