WAYPOINT WEALTH MANAGEMENT, LLC
Legal name: WAYPOINT WEALTH MANAGEMENT
CRD #155574 SEC #801-110641 TIMONIUM, MD 410-561-3994
SEC Registered
Total AUM
$209.1M
Discretionary
$209.1M
Employees
3
Clients
10
Accounts
547
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $209.1M | $209.1M | $0 | 3 | 0 |
| Jul 2024 | $193.6M | $193.6M | $0 | 4 | 0 |
| Mar 2024 | $193.6M | $193.6M | $0 | 4 | 0 |
| Feb 2023 | $169.7M | $169.7M | $0 | 4 | 2 |
| Jul 2022 | $191.3M | $191.3M | $0 | 4 | 0 |
| Mar 2022 | $191.3M | $191.3M | $0 | 4 | 0 |
| Sep 2021 | $172.2M | $172.2M | $0 | 4 | 0 |
| Mar 2021 | $172.2M | $172.2M | $0 | 4 | 0 |
| Jun 2020 | $156.1M | $156.1M | $0 | 3 | 0 |
| Jun 2020 | $156.1M | $156.1M | $0 | 3 | 0 |
| Mar 2020 | $156.1M | $156.1M | $0 | 3 | 0 |
| Nov 2019 | $128.4M | $128.4M | $0 | 3 | 0 |
| Mar 2019 | $128.4M | $128.4M | $0 | 3 | 0 |
| Feb 2019 | $130M | $128.4M | $1.6M | 3 | 0 |
| Mar 2018 | $146M | $146M | $0 | 3 | 0 |
| May 2017 | $126.2M | $126.2M | $0 | 4 | 200 |
| May 2017 | $126.2M | $126.2M | $0 | 4 | 200 |
DateFeb 2025
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$169.7M
Discretionary$169.7M
Non-Disc.$0
Employees4
Clients2
DateJul 2022
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$130M
Discretionary$128.4M
Non-Disc.$1.6M
Employees3
Clients0
DateMar 2018
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees3
Clients0
DateMay 2017
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees4
Clients200
DateMay 2017
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees4
Clients200