RIA Intel›Advisers›California›WAYPOINT WEALTH PARTNERS, INC.

WAYPOINT WEALTH PARTNERS, INC.

Advisory

N·MILL VALLEY, CA

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$1.1B
1-Year AUM Growth
+14.7%
3-Year CAGR
+6.2%
Employees
5
Assets Under Management
Total AUM$1.1B
Discretionary AUM$1.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients198
Team
Total Employees5
Investment Advisers12
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record34
First FilingMay 30, 2008
Latest FilingMar 31, 2025
🔒 Full AUM trend chart and 34 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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