WAYPOINT WEALTH COUNSEL LLC

3715 Northside Parkway Nw
Building 400, Suite 775
Atlanta, Georgia 30327
Tel: 404-955-7481

About WAYPOINT WEALTH COUNSEL LLC

WAYPOINT WEALTH COUNSEL LLC, formally registered with the SEC as WAYPOINT WEALTH COUNSEL LLC. The firm was established in 05/19/2017. They have over 1 offices throughout the country.

WAYPOINT WEALTH COUNSEL LLC is a Atlanta, Georgia based Financial Planning firm with nearly $573,067,077 assets under management, offering retirement planning & investment advisory services to 803 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171822
SEC#	801-110569
Assets Managed by Firm	$573,067,077
No. of Clients	803
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

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	803	$573,067,077
Individuals (other than high net worth individuals)	76	$22,328,373
High net worth individuals	131	$528,235,941
Charitable organizations	2	$4,024,942
Corporations or other businesses	2	$7,591,392

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