Waypoint Wealth Counsel LLC
● SEC registered since 2017CRD 171822SEC# 801-110569Atlanta, GA
Reg. AUM
$824.3M
Employees
4
Accounts
997
Location
Atlanta, GA
Waypoint Wealth Counsel LLC assets under management
Waypoint Wealth Counsel LLC operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2017. It reports $824.3 million in regulatory assets under management and employs 4 people.
Waypoint Wealth Counsel LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Steven McGrew Control | Member & Chief Compliance Officer | 25-50% | 2014 |
| Matthew Thomas Woods Control | Member | 25-50% | 2014 |
Frequently asked questions
How much does Waypoint Wealth Counsel LLC manage?
Waypoint Wealth Counsel LLC reports $824.3 million in regulatory assets under management on its Form ADV.
How many employees does Waypoint Wealth Counsel LLC have?
Waypoint Wealth Counsel LLC reports 4 employees.
Where is Waypoint Wealth Counsel LLC located?
Waypoint Wealth Counsel LLC is based in Atlanta, GA and has been SEC-registered since 2017.
Does Waypoint Wealth Counsel LLC disclose fund performance?
Waypoint Wealth Counsel LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3715 Northside Parkway NW, Building 100, Suite 310, Atlanta, GA 30327 |
| Phone | 404-955-7481 |
| Fax | 888-250-2063 |
| Office hours | 9:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$824.3M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$824.3Mregulatory AUM
Discretionary $803.1MNon-discretionary $21.2M