Waypoint Wealth Counsel LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 25, 2026, reports $824M in regulatory assets under management, 4 employees, and 997 accounts.
Assets Under Management
$824M
Employees
4
Offices
--
Total Clients
256
Primary office
ATLANTA, GA
3715 NORTHSIDE PARKWAY NW, BUILDING 100, SUITE 310, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.2% of total clients.
Top client categories% of clientsClients
1
HNWI
60.2%
154
2
Individuals
39.8%
102
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
ENDOWMENT<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$824Mas of March 25, 2026
Discretionary97.4%
$803M
97% of total RAUM97.4%
Non-discretionary2.6%
$21M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$824M
Total Accounts997
10Y AUM Change+$673M (+443.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee64:1
10Y Employee Change+1 (+33.3%)
* 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.