WAYPOINT WEST

WAYPOINT WEST is an SEC-registered investment adviser (CRD 336522).

Registration

• CRD: 336522
• Type: Registered investment adviser
• Phone: 216-334-4874
• Latest filing: 2026-04-29
• Clients: 2

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336522 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search