Waypoints Financial
Waypoints Financial is an SEC-registered mass-market adviser in Sebring, FL with $157.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Waypoints Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157494, SEC 801-130707, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $157.7M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Sebring, FL
- Employees
- 3
- Clients
- 430
- CRD
- 157494
- Ownership
- CLARK, JOHN, RICHARD; CRUTCHFIELD, THOMAS, SCOTT; DIVIETRO, VICTOR, JASON
How much AUM does Waypoints Financial have?
Waypoints Financial reported $157.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Waypoints Financial?
Disclosed owners and executives of Waypoints Financial include CLARK, JOHN, RICHARD, CRUTCHFIELD, THOMAS, SCOTT, DIVIETRO, VICTOR, JASON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.