Waypoint Wealth Management, LLC
● SEC registered since 2017CRD 155574SEC# 801-110641Timonium, MD
Reg. AUM
$242.5M
Employees
1
Accounts
555
Location
Timonium, MD
Waypoint Wealth Management, LLC assets under management
Waypoint Wealth Management, LLC operates as an SEC-registered investment adviser based in Timonium, MD. The firm has been registered since 2017. It reports $242.5 million in regulatory assets under management and employs 1 people.
Waypoint Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter David Dixon Control | Managing Member / Chief Compliance Officer | Over 75% | 2016 |
| Victoria Leigh Dixon | Managing Member | 5-10% | 2025 |
Frequently asked questions
How much does Waypoint Wealth Management, LLC manage?
Waypoint Wealth Management, LLC reports $242.5 million in regulatory assets under management on its Form ADV.
How many employees does Waypoint Wealth Management, LLC have?
Waypoint Wealth Management, LLC reports 1 employees.
Where is Waypoint Wealth Management, LLC located?
Waypoint Wealth Management, LLC is based in Timonium, MD and has been SEC-registered since 2017.
Does Waypoint Wealth Management, LLC disclose fund performance?
Waypoint Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9515 Deereco Road, Suite 604, Timonium, MD 21093 |
| Phone | 410-561-3994 |
| Office hours | 9a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$242.5M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$242.5Mregulatory AUM
Discretionary $242.5M