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- Custodian
- Betterment · Charles Schwab & Company · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-21-2016
- Office Locations
- 2
Office Locations
About Waypoint Financial, LLC
Waypoint Financial, LLC provides goal-based, holistic financial planning alongside investment planning and advice, with strategic tax and retirement preparation. The firm emphasizes long-term client relationships, coaching through life transitions, and a semiannual review cadence. Paperless and equipped for nationwide service via Zoom, with offices in Bucks County, PA and Fairfield County, CT. Led by a CFP founder with a CFA partner; custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM ANDREW AQUILA
President
- CRD
- #5547406
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LUKASZ HUBERT THIEME
Partner
- CRD
- #4133235
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,722,001 | -- |
| Non-Discretionary | $407,510 | -- |
| Total | $37,129,511 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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