| Name | Title | Ownership | Since |
|---|---|---|---|
| Grant Alexander Palmer Control | Managing Member | 50-75% | 2010 |
| Peter David Dixon Control | Managing Member / Chief Compliance Officer | 50-75% | 2016 |
Waypoint Wealth Management, LLC reports $209.1 million in regulatory assets under management on its Form ADV.
Waypoint Wealth Management, LLC reports 3 employees.
Waypoint Wealth Management, LLC is based in Timonium, MD and has been SEC-registered since 2017.
Waypoint Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9515 Deereco Road, Suite 604, Timonium, MD 21093 |
| Phone | 410-561-3994 |
| Office hours | 9a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $209.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $209.1M |