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WAYPOINT WEALTH PARTNERS

Tel: 877-768-4802
1 Belvedere Place
Suite 200
Mill Valley, California  94941

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WAYPOINT WEALTH PARTNERS

WAYPOINT WEALTH PARTNERS is a Mill Valley, California based financial advisory firm with nearly $935,766,012 in assets under management and provides investment advisory services for 887 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

131155

SEC#:

801-69262

No. of Clients:

887

Assets under Management

$935,766,012

No. of Advisors:

13

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