RIA Intel›Advisers›Connecticut›WAYPOINT STRATEGIC WEALTH LLC

WAYPOINT STRATEGIC WEALTH LLC

Advisory

CT

Data as of Aug 6, 2026 · Source: SEC Form ADV

Rank in CT

#1,134

of 1,312 advisers by AUM

Average account

$1M

across 20 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 6, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$16M

Non-Discretionary AUM$5M

Discretionary %76.7%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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