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Building 2WAYPOINT WEALTH PARTNERS

Map pinMILL VALLEY, CA
Phone877-768-4802
NotebookSEC #801-69262
Total AUM
$1.1B
Employees
12
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 BELVEDERE PLACE
SUITE 200
MILL VALLEY
CA 94941
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
877-768-4802
Other Offices
12

ReceiptFinancials

Total AUM
$1.1B
Accounts
994
Discretionary
$1.1B
Accounts
994
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$17.8M
HNW Individual Clients
168
AUM
$1.1B
Charitable Organization Clients
2
AUM
$4.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLATXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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