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WAYPOINT WEALTH PARTNERS
1 Belvedere Place
Suite 200
Mill Valley, California 94941
Tel: 877-768-4802
About WAYPOINT WEALTH PARTNERS
WAYPOINT WEALTH PARTNERS, formally registered with the SEC as WAYPOINT WEALTH PARTNERS. The firm was established in 06/17/2008. They have over 1 offices throughout the country.
WAYPOINT WEALTH PARTNERS is a Mill Valley, California based Financial Planning firm with nearly $935,766,012 assets under management, offering retirement planning & investment advisory services to 887 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131155 |
| SEC# | 801-69262 |
| Assets Managed by Firm | $935,766,012 |
| No. of Clients | 887 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 887 | $935,766,012 |
| Individuals (other than high net worth individuals) | 33 | $19,610,706 |
| High net worth individuals | 156 | $911,032,786 |
| Charitable organizations | 2 | $5,122,520 |
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