# Waypoint Wealth Management

> 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.

- CRD: 155574
- Filed as: WAYPOINT WEALTH MANAGEMENT
- Legal name: Waypoint Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Timonium, MD
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155574
- AdvisorCensus page: https://advisorcensus.com/firm/waypoint-wealth-management-timonium-md-155574

## Quick answers

**How is Waypoint Wealth Management compensated?**
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).

**Where is Waypoint Wealth Management located?**
Waypoint Wealth Management's principal office is in Timonium, MD, according to its Form ADV.

**Is Waypoint Wealth Management registered with the SEC or a state?**
Waypoint Wealth Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 155574.

**How much does Waypoint Wealth Management manage?**
Waypoint Wealth Management reports $242,454,876 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary).

**How have Waypoint Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Waypoint Wealth Management serve?**
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).

**Which custodians does Waypoint Wealth Management use?**
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.

**Does Waypoint Wealth Management 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/155574

**What changed in Waypoint Wealth Management's recent Form ADV filings?**
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).

## From the Form ADV filing

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

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

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: $242,454,876
- Discretionary: $242,454,876
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 132 | $60,002,908 |
| High net worth individuals | 72 | $179,336,225 |
| Corporations or other businesses not listed above | 3 | $3,115,743 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, MD, PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- waypointwm.com
- Facebook @WAYPOINTWEALTH
- LinkedIn @WAYPOINT-WEALTH-MANAGEMENT-ADVISORS
- X @WAYPOINTWMMD

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $172,199,553 | 4 | September 29, 2021 |
| October 2022 | $191,286,596 | 4 | July 11, 2022 |
| October 2023 | $169,693,007 | 4 | February 6, 2023 |
| October 2024 | $193,636,840 | 4 | July 31, 2024 |
| October 2025 | $209,069,908 | 3 | February 18, 2025 |
| October 2026 | $242,454,876 | 1 | August 5, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 3 to 1.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $209,069,908 to $242,454,876 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Waypoint Wealth Management (CRD 155574): Form ADV filing data as of October 2026.