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Charles Lee Bowes

Shareholder And Senior Wealth ManagerWaypoint Wealth Partners, Inc.CRD 4804519

About Charles Lee Bowes

Charles Lee Bowes is listed as Shareholder And Senior Wealth Manager at Waypoint Wealth Partners, Inc. in Mill Valley, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Waypoint Wealth Partners, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles Lee Bowes work?

Charles Lee Bowes is listed as Shareholder And Senior Wealth Manager at Waypoint Wealth Partners, Inc. on SEC Form ADV.

How much of Waypoint Wealth Partners, Inc. does Charles Lee Bowes own?

Form ADV reports a beneficial ownership band of 25-50%.

Waypoint Wealth Partners, Inc.

TitleShareholder And Senior Wealth Manager
Ownership25-50%
Control personYes
Since2004
View Waypoint Wealth Partners, Inc. →