{
  "crd_number": 155574,
  "slug": "waypoint-wealth-management-timonium-md-155574",
  "primary_business_name": "WAYPOINT WEALTH MANAGEMENT",
  "legal_name": "WAYPOINT WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Timonium",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "12580",
  "metro": {
    "cbsa_code": "12580",
    "common_name": "Baltimore",
    "msa_name": "Baltimore-Columbia-Towson, MD",
    "path": "/advisors/md/baltimore"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-05-31",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-08-05",
  "carried_forward": false,
  "raum_total": 242454876.0,
  "raum_discretionary": 242454876.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 60002908.0,
      "count": 132
    },
    "high_net_worth_individuals": {
      "raum": 179336225.0,
      "count": 72
    },
    "corporations_other_businesses": {
      "raum": 3115743.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE",
    "FL",
    "MD",
    "PA",
    "VA"
  ],
  "websites": [
    "https://facebook.com/WAYPOINTWEALTH",
    "https://linkedin.com/COMPANY/WAYPOINT-WEALTH-MANAGEMENT-ADVISORS/ABOUT",
    "https://twitter.com/WAYPOINTWMMD",
    "https://waypointwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155574",
  "city_as_filed": "TIMONIUM",
  "url": "https://advisorcensus.com/firm/waypoint-wealth-management-timonium-md-155574",
  "display_name": "Waypoint Wealth Management",
  "summary": "Waypoint Wealth Management is an SEC-registered investment advisory firm in Timonium, MD, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.",
  "citation": "AdvisorCensus. Waypoint Wealth Management (CRD 155574): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Waypoint Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Waypoint Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Waypoint Wealth Management located?",
      "a": "Waypoint Wealth Management's principal office is in Timonium, MD, according to its Form ADV."
    },
    {
      "q": "Is Waypoint Wealth Management registered with the SEC or a state?",
      "a": "Waypoint Wealth Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 155574."
    },
    {
      "q": "How much does Waypoint Wealth Management manage?",
      "a": "Waypoint Wealth Management reports $242,454,876 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have Waypoint Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Waypoint Wealth Management: Regulatory assets under management: $172,199,553 in the October 2021 data and $242,454,876 in the October 2026 data, up 41%. Total employees: 4 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Waypoint Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (132); high net worth individuals (72); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Which custodians does Waypoint Wealth Management use?",
      "a": "Waypoint Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Waypoint Wealth Management report any disciplinary disclosures?",
      "a": "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/155574"
    },
    {
      "q": "What changed in Waypoint Wealth Management's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Employees performing advisory functions went from 3 to 1. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 172199553.0,
      "total_employees": 4,
      "filing_date": "2021-09-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 191286596.0,
      "total_employees": 4,
      "filing_date": "2022-07-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 169693007.0,
      "total_employees": 4,
      "filing_date": "2023-02-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 193636840.0,
      "total_employees": 4,
      "filing_date": "2024-07-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 209069908.0,
      "total_employees": 3,
      "filing_date": "2025-02-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 242454876.0,
      "total_employees": 1,
      "filing_date": "2026-08-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 1.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $209,069,908 to $242,454,876 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/waypoint-wealth-management-timonium-md-155574.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 132,
      "fewer_than_5": false,
      "raum": 60002908.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 72,
      "fewer_than_5": false,
      "raum": 179336225.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 3115743.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155574",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}