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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2024
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/PRINCIPAL | NA | Control |
| HUGHES, NANCY, MARIE | I | MANAGING MEMBER/PRINCIPAL | NA | Control |
| KENNEDY, JON, DAVID | I | MANAGING MEMBER/PRINCIPAL | NA | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | NA | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/CCO | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/ PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/PRINCIPAL | C | Control |
| BARATTA, DAVID, ALFRED | I | MANAGING MEMBER/PRINCIPAL | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| PLETTS, MARK, ARTHUR | I | MANAGING MEMBER/PRINCIPAL/CCO | C | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING DIRECTOR/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING MEMBER/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING MEMBER/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING MEMBER/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING MEMBER/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING MEMBER/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING MEMBER/PRINCIPAL | B | Control |
| KENNEDY, JON, DAVID | I | MANAGING MEMBER/PRINCIPAL | B | Control |
| HUGHES, NANCY, MARIE | I | MANAGING MEMBER/PRINCIPAL | A | Control |
| HUGHES, NANCY, MARIE | I | MANAGING MEMBER/PRINCIPAL | A | Control |
| HUGHES, NANCY, MARIE | I | MANAGING MEMBER/PRINCIPAL | A | Control |
| HUGHES, NANCY, MARIE | I | MANAGING MEMBER/PRINCIPAL | A | Control |
| HUGHES, NANCY, MARIE | I | MANAGING MEMBER/PRINCIPAL | A | Control |
| HUGHES, NANCY, MARIE | I | MANAGING MEMBER/PRINCIPAL | A | Control |
| HUGHES, NANCY, MARIE | I | MANAGING MEMBER/PRINCIPAL | A | Control |
Registrations
Federal
IA
Nov 11, 2024 REGISTERED
Notice Filings (6)
AZ CA MN NH NV TX
Address
600 SOUTH HIGHWAY 169SUITE 1945
MINNEAPOLIS, MN 55426
United States
Phone: (612) 438-2470