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WAYPOINT CAPITAL PARTNERS, LLC

STAMFORD, CT · CRD 333573 · IAPD ↗ · waypointcapitalpartners.com · 203-548-9424

$310.7MRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — WAYPOINT CAPITAL PARTNERS, LLC reported RAUM up 28% ($242.9M -> $310.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
February 2025 — WAYPOINT CAPITAL PARTNERS, LLC (STAMFORD, CT) is newly SEC-registered with $256.5M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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