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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 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 |
|---|---|---|---|---|
| MCGREW, BRADLEY, STEVEN | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MCGREW, BRADLEY, STEVEN | I | PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| MCGREW, BRADLEY, STEVEN | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MCGREW, BRADLEY, STEVEN | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MCGREW, BRADLEY, STEVEN | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MCGREW, BRADLEY, STEVEN | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MCGREW, BRADLEY, STEVEN | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MCGREW, BRADLEY, STEVEN | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MCGREW, BRADLEY, STEVEN | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| MCGREW, BRADLEY, STEVEN | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| WOODS, MATTHEW, THOMAS | I | MEMBER | D | Control |
| WOODS, MATTHEW, THOMAS | I | PARTNER | D | Control |
| WOODS, MATTHEW, THOMAS | I | MEMBER | D | Control |
| WOODS, MATTHEW, THOMAS | I | MEMBER | D | Control |
| WOODS, MATTHEW, THOMAS | I | MEMBER | D | Control |
| WOODS, MATTHEW, THOMAS | I | MEMBER | D | Control |
| WOODS, MATTHEW, THOMAS | I | MEMBER | D | Control |
| WOODS, MATTHEW, THOMAS | I | MEMBER | D | Control |
| WOODS, MATTHEW, THOMAS | I | MEMBER | D | Control |
| WOODS, MATTHEW, THOMAS | I | MEMBER | D | Control |
| MCGREW, BRADLEY, STEVEN | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MCGREW, BRADLEY, STEVEN | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MCGREW, BRADLEY, STEVEN | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| MCGREW, BRADLEY, STEVEN | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROLLAUER, MICHAEL, HAYES | I | MEMBER | C | Control |
| ROLLAUER, MICHAEL, HAYES | I | MEMBER | C | Control |
| ROLLAUER, MICHAEL, HAYES | I | MEMBER | C | Control |
| ROLLAUER, MICHAEL, HAYES | I | MEMBER | C | Control |
| WOODS, MATTHEW, THOMAS | I | MEMBER | C | Control |
| WOODS, MATTHEW, THOMAS | I | MEMBER | C | Control |
| WOODS, MATTHEW, THOMAS | I | MEMBER | C | Control |
| WOODS, MATTHEW, THOMAS | I | MEMBER | C | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (8)
AL CA FL GA LA MD NC TX
Address
3715 NORTHSIDE PARKWAY NWBUILDING 400, SUITE 775
ATLANTA, GA 30327
United States
Phone: 404-955-7481