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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 12
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOWES, CHARLES, LEE | I | MANAGING MEMBER | D | Control |
| BOWES, CHARLES, LEE | I | MANAGING MEMBER | D | Control |
| BOWES, CHARLES, LEE | I | MANAGING MEMBER | D | Control |
| BOWES, CHARLES, LEE | I | MANAGING MEMBER | D | Control |
| BOWES, CHARLES, LEE | I | MANAGING MEMBER | D | Control |
| BOWES, CHARLES, LEE | I | MANAGING MEMBER | D | Control |
| BOWES, CHARLES, LEE | I | MANAGING MEMBER | D | Control |
| BOWES, CHARLES, LEE | I | MANAGING MEMBER | D | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | D | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | D | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | D | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | D | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | D | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | MANAGING MEMBER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | MANAGING MEMBER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | MANAGING MEMBER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | MANAGING MEMBER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | MANAGING MEMBER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | D | Control |
| BRINTON, ANNETTE, ERIKSEN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| RUNYON, EDWARD, ANDRES | I | MANAGING MEMBER | D | Control |
| RUNYON, EDWARD, ANDRES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| RUNYON, EDWARD, ANDRES | I | MANAGING MEMBER | D | Control |
| RUNYON, EDWARD, ANDRES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BOWES, CHARLES, LEE | I | MANAGING MEMBER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BOWES, CHARLES, LEE | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | MANAGING MEMBER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | SHAREHOLDER AND SENIOR WEALTH MANAGER | C | Control |
| RUNYON, EDWARD, ANDRES | I | MANAGING MEMBER | C | Control |
| BRINTON, ANNETTE, ERIKSEN | I | MEMBER | B | |
| BRINTON, ANNETTE, ERIKSEN | I | MANAGING MEMBER | B | Control |
| BRINTON, ANNETTE, ERIKSEN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | CHIEF COMPLIANCE OFFICER (03/2020) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | CHIEF COMPLIANCE OFFICER (03/2020) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | CHIEF COMPLIANCE OFFICER (03/2020) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | CHIEF COMPLIANCE OFFICER (03/2020) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | CHIEF COMPLIANCE OFFICER (03/2020) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | CHIEF COMPLIANCE OFFICER (03/2020) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | CHIEF COMPLIANCE OFFICER (03/2020) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | CHIEF COMPLIANCE OFFICER (03/2020) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | DIRECTOR OF OPERATIONS (03/2017), CHIEF COMPLIANCE OFFICER (01/2020) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | CHIEF COMPLIANCE OFFICER (03/2020) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | CHIEF OPERATIONS OFFICER (01/2024) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | DIRECTOR OF OPERATIONS (03/2017), CHIEF COMPLIANCE OFFICER (01/2020) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | CHIEF OPERATIONS OFFICER (01/2024) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | DIRECTOR OF OPERATIONS (03/2017), CHIEF COMPLIANCE OFFICER (01/2020) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | CHIEF OPERATIONS OFFICER (01/2024) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | CHIEF OPERATIONS OFFICER (01/2024) AND SHAREHOLDER (01/2020) | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | SHAREHOLDER AND CHIEF OPERATIONS OFFICER | B | Control |
| HUTCHINSON, COURTNEY, BROOKE | I | SHAREHOLDER AND CHIEF OPERATIONS OFFICER | B | Control |
| Pence, Jessica, Shotwell | I | SHAREHOLDER | A | |
| Pence, Jessica, Shotwell | I | SHAREHOLDER | A | |
| Pence, Jessica, Shotwell | I | SHAREHOLDER | A | |
| Pence, Jessica, Shotwell | I | SHAREHOLDER | A | |
| Pence, Jessica, Shotwell | I | SHAREHOLDER | A | |
| Pence, Jessica, Shotwell | I | SHAREHOLDER | A | |
| Pence, Jessica, Shotwell | I | SHAREHOLDER | A | |
| Pence, Jessica, Shotwell | I | SHAREHOLDER | A | |
| Pence, Jessica, Shotwell | I | SHAREHOLDER | A |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (6)
CA CO FL LA TX WA
Address
1 BELVEDERE PLACESUITE 200
MILL VALLEY, CA 94941
United States
Phone: 877-768-4802