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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-11-2024
- Office Locations
- 1
Office Locations
About Waypoint Strategic Wealth LLC
Waypoint Strategic Wealth is a fee-only, fiduciary advisory firm providing financial planning, retirement planning, and discretionary investment management for individuals focused on building and sustaining retirement income. The firm emphasizes disciplined, risk-aware portfolio construction grounded in Modern Portfolio Theory, with ETF-centric allocations and Schwab as a primary custodian. Clients get direct access to their advisor via phone, text, and email.
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Owner & Executives
CHRISTOPHER DREW PEPIN
Chief Compliance Officer, PRINCIPAL
- CRD
- #2378681
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,906,860 | -- |
| Non-Discretionary | $4,837,715 | -- |
| Total | $20,744,575 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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