# Waypoint Wealth Counsel LLC

> Waypoint Wealth Counsel LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 171822
- Filed as: WAYPOINT WEALTH COUNSEL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171822
- AdvisorCensus page: https://advisorcensus.com/firm/waypoint-wealth-counsel-llc-atlanta-ga-171822

## Quick answers

**How is Waypoint Wealth Counsel LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Waypoint Wealth Counsel LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Waypoint Wealth Counsel LLC located?**
Waypoint Wealth Counsel LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Waypoint Wealth Counsel LLC registered with the SEC or a state?**
Waypoint Wealth Counsel LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 171822.

**How much does Waypoint Wealth Counsel LLC manage?**
Waypoint Wealth Counsel LLC reports $433,270,715 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (96% discretionary).

**How have Waypoint Wealth Counsel LLC's assets and staff changed since 2021?**
In the Form ADV data for Waypoint Wealth Counsel LLC: Regulatory assets under management: $555,510,013 in the October 2021 data and $433,270,715 in the October 2026 data, down 22%. Total employees: 8 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Waypoint Wealth Counsel LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (117); individuals (other than high net worth individuals) (59).

**Which custodians does Waypoint Wealth Counsel LLC use?**
Waypoint Wealth Counsel LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Waypoint Wealth Counsel LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171822

**What changed in Waypoint Wealth Counsel LLC's recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $824,280,624 to $433,270,715 (-47%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $433,270,715
- Discretionary: $416,760,297
- Non-discretionary: $16,510,418

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $41,107,691 |
| High net worth individuals | 117 | $377,174,098 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $1,273,455 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,867,236 |
| Other | Fewer than 5 | $10,848,235 |

### 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: 2017 (9 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, LA, MD, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- waypointwc.com
- LinkedIn @waypoint-wealth-counsel

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $555,510,013 | 8 | September 20, 2021 |
| October 2022 | $943,894,517 | 9 | March 30, 2022 |
| October 2023 | $609,342,796 | 7 | March 28, 2023 |
| October 2024 | $573,067,077 | 6 | March 29, 2024 |
| October 2025 | $663,618,239 | 6 | March 28, 2025 |
| October 2026 | $433,270,715 | 4 | August 4, 2026 |

Regulatory assets under management: $555,510,013 in the October 2021 data and $433,270,715 in the October 2026 data, down 22%.
Total employees: 8 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $824,280,624 to $433,270,715 (-47%).

### April 2026
- Employees performing advisory functions went from 6 to 3.
- Regulatory assets under management went from $663,618,239 to $824,280,624 (+24%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Waypoint Wealth Counsel LLC (CRD 171822): Form ADV filing data as of October 2026.