WAYPOINT STRATEGIC ADVISORS, LLC
Legal name: WAYPOINT STRATEGIC ADVISORS
CRD #152077 SEC #801-120800 SUMMERVILLE, SC 843-873-4420
SEC Registered
Total AUM
$136.3M
Discretionary
$0
Employees
7
Clients
25
Accounts
728
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $136.3M | $0 | $136.3M | 7 | 73 |
| Feb 2024 | $130M | $0 | $130M | 8 | 79 |
| Mar 2023 | $114.9M | $0 | $114.9M | 8 | 0 |
| Mar 2022 | $122.7M | $0 | $122.7M | 8 | 0 |
| Oct 2021 | $101.6M | $0 | $101.6M | 8 | 5 |
| Jul 2021 | $101.6M | $0 | $101.6M | 8 | 5 |
| Apr 2021 | $101.6M | $0 | $101.6M | 8 | 5 |
| Mar 2021 | $101.6M | $0 | $101.6M | 7 | 5 |
| Jun 2012 | $39M | $0 | $39M | 6 | 342 |
| May 2012 | $39M | $0 | $39M | 6 | 342 |
| Mar 2012 | $39M | $0 | $39M | 6 | 342 |
| Mar 2012 | $39M | $0 | $39M | 6 | 342 |
| Apr 2011 | $35M | $0 | $35M | 10 | -- |
| Apr 2011 | $35M | $0 | $35M | 10 | -- |
DateMar 2025
Total AUM$136.3M
Discretionary$0
Non-Disc.$136.3M
Employees7
Clients73
DateFeb 2024
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees8
Clients79
DateMar 2023
Total AUM$114.9M
Discretionary$0
Non-Disc.$114.9M
Employees8
Clients0
DateMar 2022
Total AUM$122.7M
Discretionary$0
Non-Disc.$122.7M
Employees8
Clients0
DateOct 2021
Total AUM$101.6M
Discretionary$0
Non-Disc.$101.6M
Employees8
Clients5
DateJul 2021
Total AUM$101.6M
Discretionary$0
Non-Disc.$101.6M
Employees8
Clients5
DateApr 2021
Total AUM$101.6M
Discretionary$0
Non-Disc.$101.6M
Employees8
Clients5
DateMar 2021
Total AUM$101.6M
Discretionary$0
Non-Disc.$101.6M
Employees7
Clients5
DateJun 2012
Total AUM$39M
Discretionary$0
Non-Disc.$39M
Employees6
Clients342
DateMay 2012
Total AUM$39M
Discretionary$0
Non-Disc.$39M
Employees6
Clients342
DateMar 2012
Total AUM$39M
Discretionary$0
Non-Disc.$39M
Employees6
Clients342
DateMar 2012
Total AUM$39M
Discretionary$0
Non-Disc.$39M
Employees6
Clients342
DateApr 2011
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees10
Clients--
DateApr 2011
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees10
Clients--