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WAYPOINT WEALTH MANAGEMENT

TIMONIUM, MD · CRD 155574 · IAPD ↗ · waypointwm.com · 410-561-3994

$242.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — WAYPOINT WEALTH MANAGEMENT shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
August 2024 — WAYPOINT WEALTH MANAGEMENT notice-filed in VA.
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.