WAYPOINT WEALTH MANAGEMENT

9515 Deereco Road
Suite 604
Timonium, Maryland 21093
Tel: 410-561-3994

About WAYPOINT WEALTH MANAGEMENT

WAYPOINT WEALTH MANAGEMENT, formally registered with the SEC as WAYPOINT WEALTH MANAGEMENT. The firm was established in 05/31/2017. They have over 2 offices throughout the country.

WAYPOINT WEALTH MANAGEMENT is a Timonium, Maryland based Financial Planning firm with nearly $209,069,908 assets under management, offering retirement planning & investment advisory services to 547 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155574
SEC#	801-110641
Assets Managed by Firm	$209,069,908
No. of Clients	547
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	547	$209,069,908
Individuals (other than high net worth individuals)	137	$61,553,706
High net worth individuals	65	$144,466,109
Corporations or other businesses	3	$3,050,093

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