| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Steven McGrew Control | Member & Chief Compliance Officer | 25-50% | 2014 |
| Matthew Thomas Woods Control | Member | 25-50% | 2014 |
| Michael Hayes Rollauer Control | Member | 25-50% | 2021 |
Waypoint Wealth Counsel LLC reports $663.6 million in regulatory assets under management on its Form ADV.
Waypoint Wealth Counsel LLC reports 6 employees.
Waypoint Wealth Counsel LLC is based in Atlanta, GA and has been SEC-registered since 2017.
Waypoint Wealth Counsel LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3715 Northside Parkway NW, Building 400, Suite 775, Atlanta, GA 30327 |
| Phone | 404-955-7481 |
| Fax | 888-250-2063 |
| Office hours | 9:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $649M |
| Non-discretionary | $14.7M |
| Total (RAUM) | $663.6M |