WAYPOINT WEALTH COUNSEL LLC
CRD #171822 SEC #801-110569 ATLANTA, GA 404-955-7481
SEC Registered Private Funds
Total AUM
$663.6M
Discretionary
$649M
Employees
6
Clients
51
Accounts
878
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $663.6M | $649M | $14.7M | 6 | 0 |
| Mar 2024 | $573.1M | $557M | $16.1M | 6 | 0 |
| Mar 2023 | $609.3M | $536M | $73.3M | 7 | 0 |
| Mar 2022 | $943.9M | $673.5M | $270.4M | 9 | 0 |
| Sep 2021 | $555.5M | $426.1M | $129.4M | 8 | 0 |
| Sep 2021 | $555.5M | $426.1M | $129.4M | 8 | 0 |
| Mar 2021 | $555.5M | $426.1M | $129.4M | 6 | 0 |
| Jun 2020 | $484.9M | $332.8M | $152M | 6 | 0 |
| Mar 2020 | $484.9M | $332.8M | $152M | 6 | 0 |
| Mar 2019 | $407.3M | $307.2M | $100M | 6 | 0 |
| Mar 2018 | $187.8M | $159.7M | $28M | 3 | 0 |
| May 2017 | $151.7M | $100.6M | $51.1M | 3 | 26 |
| May 2017 | $151.7M | $100.6M | $51.1M | 3 | 26 |
DateMar 2025
Total AUM$663.6M
Discretionary$649M
Non-Disc.$14.7M
Employees6
Clients0
DateMar 2024
Total AUM$573.1M
Discretionary$557M
Non-Disc.$16.1M
Employees6
Clients0
DateMar 2023
Total AUM$609.3M
Discretionary$536M
Non-Disc.$73.3M
Employees7
Clients0
DateMar 2022
Total AUM$943.9M
Discretionary$673.5M
Non-Disc.$270.4M
Employees9
Clients0
DateSep 2021
Total AUM$555.5M
Discretionary$426.1M
Non-Disc.$129.4M
Employees8
Clients0
DateSep 2021
Total AUM$555.5M
Discretionary$426.1M
Non-Disc.$129.4M
Employees8
Clients0
DateMar 2021
Total AUM$555.5M
Discretionary$426.1M
Non-Disc.$129.4M
Employees6
Clients0
DateJun 2020
Total AUM$484.9M
Discretionary$332.8M
Non-Disc.$152M
Employees6
Clients0
DateMar 2020
Total AUM$484.9M
Discretionary$332.8M
Non-Disc.$152M
Employees6
Clients0
DateMar 2019
Total AUM$407.3M
Discretionary$307.2M
Non-Disc.$100M
Employees6
Clients0
DateMar 2018
Total AUM$187.8M
Discretionary$159.7M
Non-Disc.$28M
Employees3
Clients0
DateMay 2017
Total AUM$151.7M
Discretionary$100.6M
Non-Disc.$51.1M
Employees3
Clients26
DateMay 2017
Total AUM$151.7M
Discretionary$100.6M
Non-Disc.$51.1M
Employees3
Clients26