WAYPOINTS FINANCIAL, LLC
Legal name: WAYPOINTS FINANCIAL
CRD #157494 SEC #801-130707 SEBRING, FL 863-402-5650
SEC Registered
Total AUM
$133.7M
Discretionary
$133.7M
Employees
3
Clients
0
Accounts
629
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $133.7M | $133.7M | $0 | 3 | 1 |
| Feb 2025 | $133.7M | $133.7M | $0 | 3 | 1 |
| Aug 2024 | $114.7M | $114.7M | $0 | 6 | 0 |
| Aug 2024 | $114.7M | $114.7M | $0 | 6 | 0 |
| Jun 2024 | $114.7M | $114.7M | $0 | 6 | 0 |
DateOct 2025
Total AUM$133.7M
Discretionary$133.7M
Non-Disc.$0
Employees3
Clients1
DateFeb 2025
Total AUM$133.7M
Discretionary$133.7M
Non-Disc.$0
Employees3
Clients1
DateAug 2024
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees6
Clients0