Waypoint Asset Management LLC

Waypoint Asset Management LLC (CRD# 166200) is a financial advisory firm headquartered in Boca Raton, FL. They manage $141,264,977 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1600 S. Dixie Highway, Suite 109, Boca Raton, FL 33432
https://www.waypointassetmanagement.com
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $20,180,711
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Waypoint Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Juan Pedreira, financial advisor Boca Raton FL
Juan J. Pedreira
CRD#: 2131368
1600 S. Dixie Highway, Suite 109, Boca Raton, FL 33432

Juan Pedreira (CRD# 2131368) is an Investment Advisor Representative working at Waypoint Asset Management LLC in Boca Raton, FL and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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