WAYPOINT WEALTH COUNSEL LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 171822
- Registered since
- May 19, 2017
- Website
- waypointwc.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI87.98%
- Individuals9.23%
- Other1.31%
- Corporations / Businesses0.94%
- Charitable Organizations0.54%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Waypoint Wealth Counsel LLC is an independent registered investment adviser formed in 2017 and organized as an LLC. The firm serves individual and family clients and operates as a capital allocator, selecting external managers alongside providing financial planning and portfolio management for individuals and small businesses. Its advisory fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and performance-based arrangements. Waypoint identifies itself as not being an active ESG investor and is not structured as a multi-state or pension consultant adviser. The firm was included in Citywire’s "50 Growers Across America" lists in both 2020 and 2021.
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
- Public Funds/Mutual Funds30%
- Exchange Traded Equities24%
- Private Funds24%
- Cash & Cash Equivalents10%
- State & Local Bonds4%
Contacts
3 of 4BRADLEY MCGREW
PartnerCRD 5223609
MICHAEL ROLLAUER
Managing PartnerCRD 2634852
MATTHEW WOODS
PartnerCRD 5110799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$88.8M in ETFs
91%
$80.7M
2%
$8.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $21.1M | 35,295 | 23.74% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3715 Northside Pkwy NW
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
EAGLE MERCHANT PARTNERS
RIAAtlanta, GA
INLIGHT WEALTH
RIAAtlanta, GA
MASTERS CAPITAL MANAGEMENT, L.L.C.
RIAAtlanta, GA
VERACITY CAPITAL LLC
RIAAtlanta, GA
EAGLE ROCK INVESTMENT COMPANY, LLC
RIAAtlanta, GA
REGENT PEAK WEALTH ADVISORS, LLC
RIAAtlanta, GA