Waypoint Wealth Partners, Inc.
CRD 131155SEC# 801-69262Mill Valley, CA
No longer SEC-registered. Waypoint Wealth Partners, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.07B
Employees
12
Accounts
994
Location
Mill Valley, CA
Waypoint Wealth Partners, Inc. assets under management
Waypoint Wealth Partners, Inc. is a registered investment adviser overseen by the SEC based in Mill Valley, CA. It reports $1.1 billion in regulatory assets under management and employs 12 people.
Waypoint Wealth Partners, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Annette Eriksen Brinton Control | Shareholder And Senior Wealth Manager | 25-50% | 2009 |
| Charles Lee Bowes Control | Shareholder And Senior Wealth Manager | 25-50% | 2004 |
| Courtney Brooke Hutchinson Control | Shareholder And Chief Operations Officer | 10-25% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Waypoint Wealth Partners, Inc. manage?
Waypoint Wealth Partners, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Waypoint Wealth Partners, Inc. have?
Waypoint Wealth Partners, Inc. reports 12 employees.
Where is Waypoint Wealth Partners, Inc. located?
Waypoint Wealth Partners, Inc. is based in Mill Valley, CA.
Does Waypoint Wealth Partners, Inc. disclose fund performance?
Waypoint Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Belvedere Place, Suite 200, Mill Valley, CA 94941 |
| Office hours | 9 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.07B▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $1.07B