WAYPOINT WEALTH PARTNERS, INC.

WAYPOINT WEALTH PARTNERS
MILL VALLEY, California·5 registered advisors·CRD# 131155
SEC# 801-692620877-768-4802
01

Firm Overview

AUM
$936M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at WAYPOINT WEALTH PARTNERS, INC.

5 registered advisors
Annette Eriksen Brinton
MILL VALLEY, California
Charles Lee Bowes
MILL VALLEY, California
Courtney Brooke Hutchinson
MILL VALLEY, California
Edward Andres Runyon
SAN FRANCISCO, California
Jessica Shotwell Pence
MILL VALLEY, California
05

Office Locations

MILL VALLEY, California
4 advisors
SAN FRANCISCO, California
1 advisor

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Data sourced from SEC Form ADV filings. WAYPOINT WEALTH PARTNERS, INC. (CRD# 131155) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.