PPrivate Fund Data Log in Join · $37/mo

Waypoints Financial, LLC

● SEC registered since 2024CRD 157494SEC# 801-130707Sebring, FL
Export (members)
Reg. AUM
$133.7M
Employees
3
Accounts
629
Location
Sebring, FL

Waypoints Financial, LLC assets under management

Waypoints Financial, LLC operates as an SEC-registered investment adviser based in Sebring, FL. The firm has been registered since 2024. It reports $133.7 million in regulatory assets under management and employs 3 people.

Waypoints Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
John Richard Clark ControlManaging Member And Cco25-50%2009
Thomas Scott Crutchfield ControlManaging Member25-50%2009
Victor Jason Divietro ControlManaging Member25-50%2009

Frequently asked questions

How much does Waypoints Financial, LLC manage?

Waypoints Financial, LLC reports $133.7 million in regulatory assets under management on its Form ADV.

How many employees does Waypoints Financial, LLC have?

Waypoints Financial, LLC reports 3 employees.

Where is Waypoints Financial, LLC located?

Waypoints Financial, LLC is based in Sebring, FL and has been SEC-registered since 2024.

Does Waypoints Financial, LLC disclose fund performance?

Waypoints Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address149 East Center Avenue, Sebring, FL 33870
Phone863-402-5650
Fax863-402-5651
Office hours8:30 a.m. To 4:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$133.7M
Non-discretionary$0
Total (RAUM)$133.7M