| Name | Title | Ownership | Since |
|---|---|---|---|
| Annette Eriksen Brinton Control | Shareholder And Senior Wealth Manager | 25-50% | 2009 |
| Charles Lee Bowes Control | Shareholder And Senior Wealth Manager | 25-50% | 2004 |
| Courtney Brooke Hutchinson Control | Shareholder And Chief Operations Officer | 10-25% | 2020 |
Waypoint Wealth Partners, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
Waypoint Wealth Partners, Inc. reports 12 employees.
Waypoint Wealth Partners, Inc. is based in Mill Valley, CA.
Waypoint Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1 Belvedere Place, Suite 200, Mill Valley, CA 94941 |
| Office hours | 9 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $1.07B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.07B |