← Tributary

WAYPOINT STRATEGIC ADVISORS

SUMMERVILLE, SC · CRD 152077 · IAPD ↗ · waypointus.com · 843-873-4420

$136.3MRegulatory AUM
4Advisory reps
4Employees
73Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — WAYPOINT STRATEGIC ADVISORS (SUMMERVILLE, SC) left the SEC roster (was $136.3M RAUM, 4 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
50
February 2026 — WAYPOINT STRATEGIC ADVISORS shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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