Waypoint Wealth Management
Waypoint Wealth Management is an SEC-registered wealth manager in Timonium, MD with $242.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Waypoint Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155574, SEC 801-110641, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $242.5M (2026-04-30)
- Firm type
- Wealth Manager
- Location
- Timonium, MD
- Employees
- 1
- Clients
- 207
- CRD
- 155574
- Ownership
- PALMER, GRANT, ALEXANDER; DIXON, PETER, DAVID; CALLAN, DAVID, JOHN; DIXON, VICTORIA, LEIGH
How much AUM does Waypoint Wealth Management have?
Waypoint Wealth Management reported $242.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Waypoint Wealth Management?
Disclosed owners and executives of Waypoint Wealth Management include PALMER, GRANT, ALEXANDER, DIXON, PETER, DAVID, CALLAN, DAVID, JOHN, DIXON, VICTORIA, LEIGH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.