WAYPOINTS FINANCIAL, LLC
DBA: WAYPOINTS FINANCIAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $157.7M |
| Discretionary | $157.7M100% of AUM |
| Client Accounts | 648 |
| Avg Account Size | $243K |
| Employees | 3 |
| Peak AUM | $157.7MMar 2026 |
| AUM CAGR | +20.0% /yrover 2 yrs · 6 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $158M | +18.0% | +20.0% | — | |
| Discretionary AUM | $158M | ||||
Key Metrics
| Total AUM | $157.7M |
| Discretionary | $157.7M |
| Employees | 3 |
| Client Accounts | 648 |
| Client Range | 0 |
Contact & Location
Address
149 EAST CENTER AVENUE
SEBRING FL 33870
Phone
863-402-5650
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$158M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported