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WAYPOINT CAPITAL ADVISORS, LLC

MINNEAPOLIS, MN · CRD 134648 · IAPD ↗ · waypointcapitaladvisors.com · (612) 438-2470

$949.9MRegulatory AUM
8Advisory reps
8Employees
3Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2025 — WAYPOINT CAPITAL ADVISORS, LLC (MINNEAPOLIS, MN) left the SEC roster (was $949.9M RAUM, 8 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
73
March 2024 — WAYPOINT CAPITAL ADVISORS, LLC reported RAUM up 81% ($524.5M -> $949.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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