$242.5M Total AUM
$242.5M Disc. AUM
11.9% 3Y CAGR
1 Employees
207 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2011
- Office Locations
- 1
Office Locations
9515 Deereco Road Suite 604 Timonium MD
About Waypoint Wealth Management
Waypoint Wealth Management is an independent, fee-only RIA serving individuals and families approaching or in retirement. The team emphasizes evidence-based decision-making, portfolio construction, and ongoing financial and investment planning in a close advisory relationship. The firm publishes regular market and banking-industry commentary and works with major custodians such as Charles Schwab.
Team overview
47 AVG AGE
$242.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
PETER DAVID DIXON
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #3083659
- Ownership
- 75% or more
Available
Available
Available
V
VICTORIA LEIGH DIXON
Managing Member
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $242,454,876 | $436,856 |
| Non-Discretionary | $0 | -- |
| Total | $242,454,876 | $436,856 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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