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 registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee model combines a percentage of assets under management with the option for hourly billing. Waypoint identifies as a capital allocator — it uses outside managers as part of its investment approach — and does not report active ESG investing or multi‑state advisory activity.
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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