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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 30, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADAMS, SUSANNA, CAMP | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | Control |
| ADAMS, SUSANNA, CAMP | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | Control |
| ADAMS, SUSANNA, CAMP | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | Control |
| ADAMS, SUSANNA, CAMP | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | Control |
| ADAMS, SUSANNA, CAMP | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | Control |
| ADAMS, SUSANNA, CAMP | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | Control |
| SPIERS, JOHN, GRAHAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPIERS, JOHN, GRAHAM | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| SPIERS, JOHN, GRAHAM | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| SPIERS, JOHN, GRAHAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPIERS, JOHN, GRAHAM | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| SPIERS, JOHN, GRAHAM | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| SPIERS, JOHN, GRAHAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPIERS, JOHN, GRAHAM | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| SPIERS, JOHN, GRAHAM | I | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| TOWER, JANE, ELIZABETH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| TOWER, JANE, ELIZABETH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| TOWER, JANE, ELIZABETH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| TOWER, JANE, ELIZABETH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| TOWER, JANE, ELIZABETH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| TOWER, JANE, ELIZABETH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ZYWNA, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER/VP OF OPERATIONS | NA | Control |
| ZYWNA, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER/VP OF OPERATIONS | NA | Control |
| ZYWNA, KEVIN, JOHN | I | VICE PRESIDENT OF OPERATIONS/COMPLIANCE OFFICER | NA | Control |
| ZYWNA, KEVIN, JOHN | I | VICE PRESIDENT OF OPERATIONS/COMPLIANCE OFFICER | NA | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT, MANAGING MEMBER | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT, MANAGING MEMBER | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT, MANAGING MEMBER | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT, MANAGING MEMBER | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT, MANAGING MEMBER | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT, MANAGING MEMBER | E | Control |
| PATTERSON, ELIZABETH, TEW | I | PRESIDENT, MANAGING MEMBER | E | Control |
| CLUNAN, JOHN, STUART | I | CHIEF ANALYST, MEMBER | B | Control |
| CLUNAN, JOHN, STUART | I | CHIEF ANALYST, EXECUTIVE VICE PRESIDENT, MEMBER | B | Control |
| CLUNAN, JOHN, STUART | I | CHIEF ANALYST, EXECUTIVE VICE PRESIDENT, MEMBER | B | Control |
| CLUNAN, JOHN, STUART | I | CHIEF ANALYST, EXECUTIVE VICE PRESIDENT, MEMBER | B | Control |
| CLUNAN, JOHN, STUART | I | CHIEF ANALYST, EXECUTIVE VICE PRESIDENT, MEMBER | B | Control |
| CLUNAN, JOHN, STUART | I | CHIEF ANALYST, EXECUTIVE VICE PRESIDENT, MEMBER | B | Control |
| DELLINGER, SUSANNA, ADAMS | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT, MEMBER | B | Control |
| DELLINGER, SUSANNA, ADAMS | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT, MEMBER | B | Control |
| DELLINGER, SUSANNA, ADAMS | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT, MEMBER | B | Control |
| DELLINGER, SUSANNA, ADAMS | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT, MEMBER | B | Control |
| DELLINGER, SUSANNA, ADAMS | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT, MEMBER | B | Control |
| DELLINGER, SUSANNA, ADAMS | I | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT, MEMBER | B | Control |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A | |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A | |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A | |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A | |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A | |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A | |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A | |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A | |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A | |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A | |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A | |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A | |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A | |
| BIG WHEEL, LLC | DE | PARTNER, COMMON AND PREFERRED | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F | |
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F | |
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F | |
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F | |
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F | |
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F | |
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F | |
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F | |
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F | |
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F | |
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F | |
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F | |
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F | |
| OLD, WILLIAM, ABNER | I | BIG WHEEL, LLC | F |
Registrations
Federal
IA
Jun 30, 2020 REGISTERED
Notice Filings (1)
VA
Address
2101 PARKS AVENUESUITE 800
VIRGINIA BEACH, VA 23451
United States
Phone: (757)623-1600