Waypoints Financial, LLC
● SEC registered since 2024CRD 157494SEC# 801-130707Sebring, FL
Reg. AUM
$157.7M
Employees
3
Accounts
648
Location
Sebring, FL
About Waypoints Financial
Waypoints Financial offers personalized financial planning built around each client's goals and life stage. Services cover investments, retirement planning, day-to-day money management, asset allocation, business succession, and charitable giving. The firm emphasizes long-term relationships and charting a clear course rather than reacting to short-term market noise.
Summary based on the firm’s website.
Waypoints Financial, LLC assets under management
Waypoints Financial, LLC operates as an SEC-registered investment adviser based in Sebring, FL. The firm has been registered since 2024. It reports $157.7 million in regulatory assets under management and employs 3 people.
Waypoints Financial, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Richard Clark Control | Managing Member And Cco | 25-50% | 2009 |
| Thomas Scott Crutchfield Control | Managing Member | 25-50% | 2009 |
| Victor Jason Divietro Control | Managing Member | 25-50% | 2009 |
Frequently asked questions
How much does Waypoints Financial, LLC manage?
Waypoints Financial, LLC reports $157.7 million in regulatory assets under management on its Form ADV.
How many employees does Waypoints Financial, LLC have?
Waypoints Financial, LLC reports 3 employees.
Where is Waypoints Financial, LLC located?
Waypoints Financial, LLC is based in Sebring, FL and has been SEC-registered since 2024.
Does Waypoints Financial, LLC disclose fund performance?
Waypoints Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 149 East Center Avenue, Sebring, FL 33870 |
| Phone | 863-402-5650 |
| Fax | 863-402-5651 |
| Office hours | 8:30 a.m. To 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$157.7M▲ 18%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$157.7Mregulatory AUM
Discretionary $157.7M