Waypoint Financial, LLC

Waypoint Financial, LLC (CRD# 284021) is a financial advisory firm headquartered in , . They manage $24,880,718 in 153 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $162,619
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NJ, PA

Financial Advisors at Waypoint Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William A. Aquila
CRD#: 5547406
Dublin, PA

William Aquila (CRD# 5547406) is an Investment Advisor Representative working at Waypoint Financial, LLC in Dublin, PA and has over 15 years of experience in the finance industry.

2
Abigail E. Schmid
CRD#: 7878756
Dublin, PA

Abigail Schmid (CRD# 7878756) is an Investment Advisor Representative working at Waypoint Financial, LLC in Dublin, PA and has 1 year of experience in the finance industry.

3
Lukasz H. Thieme
CRD#: 4133235
Weston, CT

Lukasz Thieme (CRD# 4133235) is an Investment Advisor Representative working at Waypoint Financial, LLC in Weston, CT and has 1 year of experience in the finance industry.

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