WAYPOINT CAPITAL ADVISORS, LLC
CRD #134648 SEC #801-111728 MINNEAPOLIS, MN (612) 438-2470
SEC Registered
Total AUM
$949.9M
Discretionary
$949.9M
Employees
8
Clients
101
Accounts
719
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2024 | $949.9M | $949.9M | $0 | 8 | 3 |
| Feb 2024 | $949.9M | $949.9M | $0 | 8 | 3 |
| Sep 2023 | $524.5M | $524.5M | $0 | 8 | 4 |
| Mar 2023 | $524.5M | $524.5M | $0 | 8 | 4 |
| Feb 2023 | $527.7M | $527.1M | $622.7K | 8 | 3 |
| May 2022 | $527.7M | $527.1M | $622.7K | 7 | 3 |
| Feb 2022 | $527.7M | $527.1M | $622.7K | 6 | 3 |
| Oct 2021 | $361.6M | $361.6M | $0 | 5 | 6 |
| May 2021 | $361.6M | $361.6M | $0 | 5 | 6 |
| Mar 2021 | $361.6M | $361.6M | $0 | 4 | 6 |
| Jun 2020 | $238.9M | $235.5M | $3.4M | 4 | 8 |
| Apr 2020 | $238.9M | $235.5M | $3.4M | 4 | 8 |
| Mar 2020 | $238.9M | $235.5M | $3.4M | 4 | 8 |
| Aug 2019 | $193.5M | $190.8M | $2.7M | 4 | 8 |
| Aug 2019 | $193.5M | $190.8M | $2.7M | 4 | 8 |
| Mar 2019 | $193.5M | $190.8M | $2.7M | 4 | 8 |
| Dec 2018 | $146.8M | $143.8M | $3M | 4 | 0 |
| Dec 2018 | $146.8M | $143.8M | $3M | 4 | 0 |
| Oct 2018 | $146.8M | $143.8M | $3M | 4 | 0 |
| Jun 2018 | $146.8M | $143.8M | $3M | 3 | 0 |
| Mar 2018 | $146.8M | $143.8M | $3M | 3 | 0 |
| Aug 2017 | $106M | $103.2M | $2.7M | 3 | 26 |
| May 2005 | $0 | $0 | $0 | 5 | -- |
DateNov 2024
Total AUM$949.9M
Discretionary$949.9M
Non-Disc.$0
Employees8
Clients3
DateFeb 2024
Total AUM$949.9M
Discretionary$949.9M
Non-Disc.$0
Employees8
Clients3
DateSep 2023
Total AUM$524.5M
Discretionary$524.5M
Non-Disc.$0
Employees8
Clients4
DateMar 2023
Total AUM$524.5M
Discretionary$524.5M
Non-Disc.$0
Employees8
Clients4
DateFeb 2023
Total AUM$527.7M
Discretionary$527.1M
Non-Disc.$622.7K
Employees8
Clients3
DateMay 2022
Total AUM$527.7M
Discretionary$527.1M
Non-Disc.$622.7K
Employees7
Clients3
DateFeb 2022
Total AUM$527.7M
Discretionary$527.1M
Non-Disc.$622.7K
Employees6
Clients3
DateOct 2021
Total AUM$361.6M
Discretionary$361.6M
Non-Disc.$0
Employees5
Clients6
DateMay 2021
Total AUM$361.6M
Discretionary$361.6M
Non-Disc.$0
Employees5
Clients6
DateMar 2021
Total AUM$361.6M
Discretionary$361.6M
Non-Disc.$0
Employees4
Clients6
DateJun 2020
Total AUM$238.9M
Discretionary$235.5M
Non-Disc.$3.4M
Employees4
Clients8
DateApr 2020
Total AUM$238.9M
Discretionary$235.5M
Non-Disc.$3.4M
Employees4
Clients8
DateMar 2020
Total AUM$238.9M
Discretionary$235.5M
Non-Disc.$3.4M
Employees4
Clients8
DateAug 2019
Total AUM$193.5M
Discretionary$190.8M
Non-Disc.$2.7M
Employees4
Clients8
DateAug 2019
Total AUM$193.5M
Discretionary$190.8M
Non-Disc.$2.7M
Employees4
Clients8
DateMar 2019
Total AUM$193.5M
Discretionary$190.8M
Non-Disc.$2.7M
Employees4
Clients8
DateDec 2018
Total AUM$146.8M
Discretionary$143.8M
Non-Disc.$3M
Employees4
Clients0
DateDec 2018
Total AUM$146.8M
Discretionary$143.8M
Non-Disc.$3M
Employees4
Clients0
DateOct 2018
Total AUM$146.8M
Discretionary$143.8M
Non-Disc.$3M
Employees4
Clients0
DateJun 2018
Total AUM$146.8M
Discretionary$143.8M
Non-Disc.$3M
Employees3
Clients0
DateMar 2018
Total AUM$146.8M
Discretionary$143.8M
Non-Disc.$3M
Employees3
Clients0
DateAug 2017
Total AUM$106M
Discretionary$103.2M
Non-Disc.$2.7M
Employees3
Clients26
DateMay 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--