← Tributary

WAYPOINT ASSET MANAGEMENT LLC

BOCA RATON, FL · CRD 166200 · IAPD ↗ · waypointassetmanagement.com · 203-658-7001

$141.3MRegulatory AUM
1Advisory reps
2Employees
5Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2024 — WAYPOINT ASSET MANAGEMENT LLC (BOCA RATON, FL) left the SEC roster (was $141.3M RAUM, 1 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

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