WAYPOINT ADVISORS, LLC
CRD #115810 SEC #801-61451 VIRGINIA BEACH, VA (757)623-1600
SEC Registered
Total AUM
$215.1M
Discretionary
$215.1M
Employees
7
Clients
101
Accounts
103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $215.1M | $215.1M | $0 | 7 | 0 |
| Mar 2020 | $215.1M | $215.1M | $0 | 7 | 0 |
| Mar 2019 | $169.3M | $169.3M | $0 | 7 | 0 |
| Mar 2018 | $171.7M | $171.7M | $0 | 7 | 0 |
| Mar 2017 | $136M | $136M | $0 | 8 | 26 |
| Mar 2016 | $119.7M | $119.7M | $0 | 5 | 26 |
| Jun 2015 | $122.8M | $122.8M | $0 | 6 | 26 |
| Mar 2015 | $122.8M | $122.8M | $0 | 6 | 26 |
| Mar 2014 | $379.7M | $379.7M | $0 | 6 | 26 |
| Jan 2014 | $379.2M | $379.2M | $0 | 6 | 26 |
| Apr 2013 | $379.2M | $379.2M | $0 | 6 | 26 |
| Mar 2013 | $379.2M | $379.2M | $0 | 6 | 26 |
| Oct 2012 | $441.8M | $441.8M | $0 | 7 | 26 |
| Apr 2012 | $441.8M | $441.8M | $0 | 6 | 26 |
| Apr 2011 | $476.4M | $476.4M | $0 | 10 | -- |
| Jun 2010 | $438.4M | $438.4M | $0 | 10 | -- |
| Aug 2007 | $480M | $480M | $0 | 10 | -- |
| Mar 2007 | $480M | $480M | $0 | 10 | -- |
| Mar 2006 | $432M | $432M | $0 | 10 | -- |
| Sep 2005 | $417M | $417M | $0 | 10 | -- |
| May 2004 | $377M | $377M | $0 | 10 | -- |
| May 2004 | $377M | $377M | $0 | 10 | -- |
| Sep 2001 | $0 | $0 | $0 | 5 | -- |
DateJun 2020
Total AUM$215.1M
Discretionary$215.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$215.1M
Discretionary$215.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$169.3M
Discretionary$169.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$171.7M
Discretionary$171.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees8
Clients26
DateMar 2016
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees5
Clients26
DateJun 2015
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees6
Clients26
DateMar 2015
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$379.7M
Discretionary$379.7M
Non-Disc.$0
Employees6
Clients26
DateJan 2014
Total AUM$379.2M
Discretionary$379.2M
Non-Disc.$0
Employees6
Clients26
DateApr 2013
Total AUM$379.2M
Discretionary$379.2M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$379.2M
Discretionary$379.2M
Non-Disc.$0
Employees6
Clients26
DateOct 2012
Total AUM$441.8M
Discretionary$441.8M
Non-Disc.$0
Employees7
Clients26
DateApr 2012
Total AUM$441.8M
Discretionary$441.8M
Non-Disc.$0
Employees6
Clients26
DateApr 2011
Total AUM$476.4M
Discretionary$476.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$438.4M
Discretionary$438.4M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$480M
Discretionary$480M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$480M
Discretionary$480M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$432M
Discretionary$432M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$417M
Discretionary$417M
Non-Disc.$0
Employees10
Clients--
DateMay 2004
Total AUM$377M
Discretionary$377M
Non-Disc.$0
Employees10
Clients--
DateMay 2004
Total AUM$377M
Discretionary$377M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--