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

Clients

Accounts

547

Firm Details

Organization Type: Limited Liability Company
State of Formation: Maryland
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Feb 19, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	D	Control
CALLAN, DAVID, JOHN	I	MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER	C	Control
CALLAN, DAVID, JOHN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
CALLAN, DAVID, JOHN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
CALLAN, DAVID, JOHN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
DIXON, PETER, DAVID	I	PARTNER	C	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER	C	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER	C	Control
DIXON, PETER, DAVID	I	MANAGING MEMBER	C	Control
PALMER, GRANT, ALEXANDER	I	MANAGING DIRECTOR	C	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	C	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	C	Control
PALMER, GRANT, ALEXANDER	I	MANAGING MEMBER	C	Control

Registrations

Federal

Feb 19, 2025 REGISTERED

Notice Filings (6)

CA DE FL MD PA VA

Address

9515 DEERECO ROAD
SUITE 604
TIMONIUM, MD 21093
United States

Phone: 410-561-3994