The WAYPOINT WEALTH COUNSEL is a privately held investment adviser that advises $813.46mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. WAYPOINT WEALTH COUNSEL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 48.98% over the last 5-years.
The Group has been registered with the SEC for 9.21 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3715 NORTHSIDE PARKWAY NW BUILDING 100, SUITE 310, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees decreased by 33.33% over the last 5-years.
Their $813.46mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $725.18mn or 89.15% of Total Assets and Individuals own $76.06mn or 9.35% of Total Assets.
The Group's top investment strategies include Multi Strat, representing nan% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
WAYPOINT WEALTH COUNSEL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.