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WAYPOINT WEALTH PARTNERS

MILL VALLEY, CA · CRD 131155 · IAPD ↗ · waypointwp.com · 877-768-4802

$1.07BRegulatory AUM
5Advisory reps
12Employees
1Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — WAYPOINT WEALTH PARTNERS (MILL VALLEY, CA) left the SEC roster (was $1.07B RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
April 2025 — WAYPOINT WEALTH PARTNERS added office(s): 0 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — WAYPOINT WEALTH PARTNERS crossed $1B in regulatory AUM ($935.8M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
February 2025 — WAYPOINT WEALTH PARTNERS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2024 — WAYPOINT WEALTH PARTNERS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.