Waypoint Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Timonium, MD. Its latest Form ADV filing, dated April 30, 2026, reports $242M in regulatory assets under management, 1 employee, and 555 accounts.
Assets Under Management
$242M
Employees
1
Offices
--
Total Clients
207
Primary office
TIMONIUM, MD
9515 DEERECO ROAD, SUITE 604, TIMONIUM, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.8% of total clients.
Top client categories% of clientsClients
1
Individuals
63.8%
132
2
HNWI
34.8%
72
3
Corporations
1.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$242Mas of April 30, 2026
Discretionary100.0%
$242M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$242M
Total Accounts555
10Y AUM Change+$116M (+92.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee207:1
10Y Employee Change-3 (-75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.