WAYPOINT WEALTH PARTNERS, INC.
Legal name: WAYPOINT WEALTH PARTNERS
CRD #131155 SEC #801-69262 MILL VALLEY, CA 877-768-4802
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
12
Clients
101
Accounts
994
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $0 | 12 | 1 |
| Mar 2025 | $1.1B | $1.1B | $0 | 12 | 1 |
| Jan 2025 | $935.8M | $935.8M | $0 | 13 | 1 |
| Aug 2024 | $935.8M | $935.8M | $0 | 13 | 1 |
| Mar 2024 | $935.8M | $935.8M | $0 | 13 | 1 |
| Feb 2024 | $935.8M | $935.8M | $0 | 13 | 1 |
| Nov 2023 | $781M | $781M | $0 | 13 | 1 |
| Sep 2023 | $781M | $781M | $0 | 13 | 1 |
| Mar 2023 | $781M | $781M | $0 | 13 | 1 |
| Nov 2022 | $896.4M | $896.4M | $0 | 13 | 1 |
| May 2022 | $896.4M | $896.4M | $0 | 13 | 1 |
| Mar 2022 | $896.4M | $896.4M | $0 | 13 | 1 |
| Jun 2021 | $629.6M | $629.6M | $0 | 10 | 1 |
| Mar 2021 | $629.6M | $629.6M | $0 | 10 | 1 |
| Oct 2020 | $566.8M | $566.8M | $0 | 9 | 1 |
| Jul 2020 | $566.8M | $566.8M | $0 | 9 | 1 |
| Jun 2020 | $566.8M | $566.8M | $0 | 9 | 1 |
| Mar 2020 | $566.8M | $566.8M | $0 | 9 | 1 |
| Mar 2019 | $456.7M | $456.7M | $0 | 8 | 1 |
| Mar 2018 | $449.6M | $449.6M | $0 | 8 | 1 |
| Sep 2017 | $376M | $376M | $0 | 8 | 100 |
| Mar 2017 | $376M | $376M | $0 | 8 | 100 |
| Mar 2016 | $312.5M | $312.5M | $0 | 6 | 100 |
| Apr 2015 | $312.2M | $312.2M | $0 | 7 | 100 |
| Mar 2015 | $312.2M | $312.2M | $0 | 7 | 100 |
| Jul 2014 | $283.8M | $283.8M | $0 | 5 | 100 |
| Mar 2014 | $283.8M | $283.8M | $0 | 5 | 100 |
| Mar 2013 | $215.7M | $203.2M | $12.5M | 5 | 26 |
| Sep 2012 | $171M | $171M | $0 | 1 | 26 |
| Mar 2012 | $171M | $171M | $0 | 1 | 26 |
| Mar 2010 | $129.1M | $129.1M | $0 | 5 | -- |
| Jun 2009 | $77.4M | $77.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients1
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients1
DateJan 2025
Total AUM$935.8M
Discretionary$935.8M
Non-Disc.$0
Employees13
Clients1
DateAug 2024
Total AUM$935.8M
Discretionary$935.8M
Non-Disc.$0
Employees13
Clients1
DateMar 2024
Total AUM$935.8M
Discretionary$935.8M
Non-Disc.$0
Employees13
Clients1
DateFeb 2024
Total AUM$935.8M
Discretionary$935.8M
Non-Disc.$0
Employees13
Clients1
DateNov 2023
Total AUM$781M
Discretionary$781M
Non-Disc.$0
Employees13
Clients1
DateSep 2023
Total AUM$781M
Discretionary$781M
Non-Disc.$0
Employees13
Clients1
DateMar 2023
Total AUM$781M
Discretionary$781M
Non-Disc.$0
Employees13
Clients1
DateNov 2022
Total AUM$896.4M
Discretionary$896.4M
Non-Disc.$0
Employees13
Clients1
DateMay 2022
Total AUM$896.4M
Discretionary$896.4M
Non-Disc.$0
Employees13
Clients1
DateMar 2022
Total AUM$896.4M
Discretionary$896.4M
Non-Disc.$0
Employees13
Clients1
DateJun 2021
Total AUM$629.6M
Discretionary$629.6M
Non-Disc.$0
Employees10
Clients1
DateMar 2021
Total AUM$629.6M
Discretionary$629.6M
Non-Disc.$0
Employees10
Clients1
DateOct 2020
Total AUM$566.8M
Discretionary$566.8M
Non-Disc.$0
Employees9
Clients1
DateJul 2020
Total AUM$566.8M
Discretionary$566.8M
Non-Disc.$0
Employees9
Clients1
DateJun 2020
Total AUM$566.8M
Discretionary$566.8M
Non-Disc.$0
Employees9
Clients1
DateMar 2020
Total AUM$566.8M
Discretionary$566.8M
Non-Disc.$0
Employees9
Clients1
DateMar 2019
Total AUM$456.7M
Discretionary$456.7M
Non-Disc.$0
Employees8
Clients1
DateMar 2018
Total AUM$449.6M
Discretionary$449.6M
Non-Disc.$0
Employees8
Clients1
DateSep 2017
Total AUM$376M
Discretionary$376M
Non-Disc.$0
Employees8
Clients100
DateMar 2017
Total AUM$376M
Discretionary$376M
Non-Disc.$0
Employees8
Clients100
DateMar 2016
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees6
Clients100
DateApr 2015
Total AUM$312.2M
Discretionary$312.2M
Non-Disc.$0
Employees7
Clients100
DateMar 2015
Total AUM$312.2M
Discretionary$312.2M
Non-Disc.$0
Employees7
Clients100
DateJul 2014
Total AUM$283.8M
Discretionary$283.8M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$283.8M
Discretionary$283.8M
Non-Disc.$0
Employees5
Clients100
DateMar 2013
Total AUM$215.7M
Discretionary$203.2M
Non-Disc.$12.5M
Employees5
Clients26
DateSep 2012
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees1
Clients26
DateMar 2010
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$77.4M
Discretionary$77.4M
Non-Disc.$0
Employees5
Clients--