Waypoint Strategic Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 332314
- Website
- waypointstrategicwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI96.33%
- Individuals3.67%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Waypoint Strategic Wealth LLC is an independent, privately owned registered investment adviser organized as an LLC that provides financial planning, portfolio management for individuals and small businesses, and manager selection services. The firm positions itself as a capital allocator, meaning it sources and places client assets with third‑party managers when appropriate. Its client base is focused on individuals and families. Fee arrangements include an asset‑based percentage and hourly billing. Waypoint does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Christopher Pepin
CEOCRD 2378681
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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