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LPF ADVISORS, LLC

SARASOTA, FL · CRD 298068 · IAPD ↗ · waypointadvisors.com · (941) 907-0101

$277.5MRegulatory AUM
4Advisory reps
5Employees
39Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2025 — LPF ADVISORS, LLC (SARASOTA, FL) left the SEC roster (was $277.5M 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
42
May 2024 — LPF ADVISORS, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
May 2024 — LPF ADVISORS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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