WAYPOINT STRATEGIC WEALTH LLC

WAYPOINT STRATEGIC WEALTH LLC is an SEC-registered investment adviser (CRD 332314). Regulatory assets under management: $20.7M.

Registration

• CRD: 332314
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332314 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search