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WAYPOINT WEALTH COUNSEL LLC

ATLANTA, GA · CRD 171822 · IAPD ↗ · waypointwc.com · 404-955-7481

$433.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
September 2026 — WAYPOINT WEALTH COUNSEL LLC reported RAUM down 47% ($824.3M -> $433.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2026 — WAYPOINT WEALTH COUNSEL LLC shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2025 — WAYPOINT WEALTH COUNSEL LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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