$824.3M Total AUM
$803.1M Disc. AUM
10.9% 3Y CAGR
4 Employees
256 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-16-2014
- Office Locations
- 1
Office Locations
3715 Northside Parkway NW Building 100, Suite 310 Atlanta GA
About Waypoint Wealth Counsel LLC
Waypoint Wealth Counsel is an Atlanta-based, fee-only advisory team providing holistic financial planning and investment management, including investment policy, portfolio management, and family strategy. Independent and open-architecture, the firm does not sell products or take commissions, aiming to keep advice objective and conflict-free. Advisors also invest their own capital alongside clients.
Team overview
46 AVG AGE
$274.8M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
7.9 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRADLEY STEVEN MCGREW
Chief Compliance Officer, Partner
- CRD
- #5223609
- Ownership
- 25% but less than 50%
Available
Available
Available
M
MATTHEW THOMAS WOODS
Partner
- CRD
- #5110799
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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W
WILLIAM SULLIVAN SCOTT
Wealth Advisor
- CRD
- #6233534
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $803,125,875 | $845,396 |
| Non-Discretionary | $21,154,749 | $450,101 |
| Total | $824,280,624 | $826,761 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available Derivatives:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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