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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLARK, JOHN, RICHARD | I | MANAGING MEMBER AND CCO | C | Control |
| CLARK, JOHN, RICHARD | I | MANAGING MEMBER AND CCO | C | Control |
| CLARK, JOHN, RICHARD | I | MANAGING MEMBER AND CCO | C | Control |
| CLARK, JOHN, RICHARD | I | MANAGING MEMBER AND CCO | C | Control |
| CLARK, JOHN, RICHARD | I | MANAGING MEMBER AND CCO | C | Control |
| CRUTCHFIELD, THOMAS, SCOTT | I | MANAGING MEMBER | C | Control |
| CRUTCHFIELD, THOMAS, SCOTT | I | MANAGING MEMBER | C | Control |
| CRUTCHFIELD, THOMAS, SCOTT | I | MANAGING MEMBER | C | Control |
| CRUTCHFIELD, THOMAS, SCOTT | I | MANAGING MEMBER | C | Control |
| CRUTCHFIELD, THOMAS, SCOTT | I | MANAGING MEMBER | C | Control |
| DIVIETRO, VICTOR, JASON | I | MANAGING MEMBER | C | Control |
| DIVIETRO, VICTOR, JASON | I | MANAGING MEMBER | C | Control |
| DIVIETRO, VICTOR, JASON | I | MANAGING MEMBER | C | Control |
| DIVIETRO, VICTOR, JASON | I | MANAGING MEMBER | C | Control |
| DIVIETRO, VICTOR, JASON | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Oct 16, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
149 EAST CENTER AVENUESEBRING, FL 33870
United States
Phone: 863-402-5650