Charles Lee Bowes
Shareholder And Senior Wealth ManagerWaypoint Wealth Partners, Inc.CRD 4804519
About Charles Lee Bowes
Charles Lee Bowes is listed as Shareholder And Senior Wealth Manager at Waypoint Wealth Partners, Inc. in Mill Valley, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Waypoint Wealth Partners, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Charles Lee Bowes work?
Charles Lee Bowes is listed as Shareholder And Senior Wealth Manager at Waypoint Wealth Partners, Inc. on SEC Form ADV.
How much of Waypoint Wealth Partners, Inc. does Charles Lee Bowes own?
Form ADV reports a beneficial ownership band of 25-50%.
Waypoint Wealth Partners, Inc.
| Title | Shareholder And Senior Wealth Manager |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2004 |