# Waypoint Strategic Wealth LLC

> Waypoint Strategic Wealth LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 332314
- Filed as: WAYPOINT STRATEGIC WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332314
- AdvisorCensus page: https://advisorcensus.com/firm/waypoint-strategic-wealth-llc-332314

## Quick answers

**How is Waypoint Strategic Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Waypoint Strategic Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Waypoint Strategic Wealth LLC registered with the SEC or a state?**
Waypoint Strategic Wealth LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 332314.

**How much does Waypoint Strategic Wealth LLC manage?**
Waypoint Strategic Wealth LLC reports $20,744,575 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (77% discretionary).

**What types of clients does Waypoint Strategic Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7).

**Does Waypoint Strategic Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332314

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $20,744,575
- Discretionary: $15,906,860
- Non-discretionary: $4,837,715

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $761,538 |
| High net worth individuals | 7 | $19,983,037 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- waypointstrategicwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Waypoint Strategic Wealth LLC (CRD 332314): Form ADV filing data as of October 2026.