WAYPOINT WEALTH MANAGEMENT, LLC

WAYPOINT WEALTH MANAGEMENT
TIMONIUM, Maryland·3 registered advisors·CRD# 155574
SEC# 801-1106411410-561-3994
01

Firm Overview

AUM
$194M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WAYPOINT WEALTH MANAGEMENT, LLC

3 registered advisors
David John Callan
TIMONIUM, Maryland
Grant Alexander Palmer
TIMONIUM, Maryland
Peter David Dixon
TIMONIUM, Maryland
05

Office Locations

TIMONIUM, Maryland
3 advisors

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Data sourced from SEC Form ADV filings. WAYPOINT WEALTH MANAGEMENT, LLC (CRD# 155574) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.