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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

WAYPOINT WEALTH PARTNERS

WAYPOINT WEALTH PARTNERS, INC., CRD 131155

MILL VALLEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:75d9e4f5-9e79-604f-cbc5-8e5cecef945b

Data as of Mar 24, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 14
On other graphs: 0
Observed: Mar 30, 2012 to Mar 24, 2025
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.1BItem 5.F on the latest filing (2025-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12
Advisory employees: 5
Offices: 12Schedule D 1.F, beyond the principal office
Accounts: 994
Individual clients: 28
High net worth clients: 168
Custody, client assets: $385M
SEC number: 801-69262
CRD: 131155
Filings on the tape: 30
First filed: Mar 30, 2012
Latest filed: Mar 24, 2025
Organised: Corporation, CA
Website: waypointwp.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOWES, CHARLES, LEE	SHAREHOLDER AND SENIOR WEALTH MANAGER	C	yes	06/2004	Mar 30, 2012	Aug 13, 2024
BRINTON, ANNETTE, ERIKSEN	SHAREHOLDER AND SENIOR WEALTH MANAGER	C	yes	06/2009	Mar 30, 2012	Aug 13, 2024
HUTCHINSON, COURTNEY, BROOKE	CHIEF OPERATIONS OFFICER (01/2024) AND SHAREHOLDER (01/2020)	B	yes	01/2024	Mar 25, 2020	Aug 13, 2024
MCCARTHY, MICHELLE, ANNE	CHIEF COMPLIANCE OFFICER	Na	no	02/2024	Feb 27, 2024	Aug 13, 2024
Pence, Jessica, Shotwell	Shareholder	A	no	01/2023	Mar 22, 2023	Aug 13, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 24, 2025	$1.1B	$1.1B	12	5	12	n/a	n/a
2023	Feb 27, 2024	$936M	$936M	13	6	0	n/a	n/a
2022	Mar 22, 2023	$781M	$781M	13	6	0	n/a	n/a
2021	Mar 28, 2022	$896M	$896M	13	5	0	n/a	n/a
2020	Mar 26, 2021	$630M	$630M	10	5	0	n/a	n/a
2019	Mar 25, 2020	$567M	$567M	9	4	0	n/a	n/a
2018	Mar 19, 2019	$457M	$457M	8	4	0	n/a	n/a
2017	Mar 19, 2018	$450M	$450M	8	4	0	n/a	n/a
2016	Mar 22, 2017	$376M	$376M	8	4	n/a	n/a	n/a
2015	Mar 24, 2016	$313M	$313M	6	4	n/a	n/a	n/a
2014	Mar 30, 2015	$312M	$312M	7	5	n/a	n/a	n/a
2013	Mar 25, 2014	$284M	$284M	5	2	n/a	n/a	n/a
2012	Mar 12, 2013	$216M	$203M	5	2	n/a	n/a	n/a
2011	Mar 30, 2012	$171M	$171M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$1.1B	$936M	14.7%	$896M	6.2%	12	13	12	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BEACON POINTE ADVISORS, LLC	5	Jul 8, 2025	Jul 30, 2025	NOVATO, CA	Firm absorbed	RIA to RIA	71.4%

Relationships

Registered with (17)

← Jessica Pence ShoreAdvisorregistration: previous registration
Mar 10, 2020 to Aug 19, 2025factForm ADV
← COURTNEY BROOKE HUTCHINSONAdvisorregistration: previous registration
Jun 8, 2012 to Jul 8, 2025factForm ADV
← CHARLES LEE BOWESAdvisorregistration: previous registration
Jun 21, 2004 to Jul 8, 2025factForm ADV
← ANNETTE ERIKSEN BRINTONAdvisorregistration: previous registration
Jun 15, 2009 to Jul 8, 2025factForm ADV
← RANIA GHAWIAdvisorregistration: previous registration
Aug 20, 2024 to Jul 8, 2025factForm ADV
← Rachel Ann Calvert SowersAdvisorregistration: previous registration
Jan 21, 2025 to Jul 8, 2025factForm ADV
← Daniel Wain CampbellAdvisorregistration: previous registration
Aug 15, 2024 to Jul 8, 2025factForm ADV
← Jill CarothersAdvisorregistration: previous registration
Oct 8, 2020 to Sep 3, 2024factForm ADV
← Christopher James RoseAdvisorregistration: previous registration
Feb 7, 2023 to Mar 25, 2024factForm ADV
← Cearull Jack HorganAdvisorregistration: previous registration
Jun 7, 2019 to Nov 9, 2020factForm ADV
← JOSEPH C PARKAdvisorregistration: previous registration
Sep 1, 2017 to Jun 10, 2019factForm ADV
← Sheila Mary RabautAdvisorregistration: previous registration
Jan 19, 2017 to Feb 13, 2018factForm ADV
← JUSTIN MICHAEL DYERAdvisorregistration: previous registration
Sep 10, 2013 to Nov 2, 2016factForm ADV
← ALYSSA HALL MORRISAdvisorregistration: previous registration
Dec 1, 2014 to Nov 9, 2015factForm ADV
← JANE K YOOAdvisorregistration: previous registration
Dec 7, 2012 to Jun 13, 2013factForm ADV
← EDWARD ANDRES RUNYONAdvisorregistration: previous registration
Jul 26, 2004 to Sep 17, 2012factForm ADV
← GABRIEL STEPHEN BRENNERAdvisorregistration: previous registration
Jun 14, 2007 to Dec 31, 2010factForm ADV

Moved with (1)

→ BEACON POINTE ADVISORS, LLCRegistered adviser5 advisors, firm absorbed, same day
Jul 8, 2025 to Jul 30, 2025factForm ADV

Controls (3)

← HUTCHINSON, COURTNEY, BROOKEOwnerCHIEF OPERATIONS OFFICER (01/2024) AND SHAREHOLDER (01/2020), ownership code B, individual
Mar 25, 2020 to Aug 13, 2024factForm ADV
← BOWES, CHARLES, LEEOwnerSHAREHOLDER AND SENIOR WEALTH MANAGER, ownership code C, individual
Mar 30, 2012 to Aug 13, 2024factForm ADV
← BRINTON, ANNETTE, ERIKSENOwnerSHAREHOLDER AND SENIOR WEALTH MANAGER, ownership code C, individual
Mar 30, 2012 to Aug 13, 2024factForm ADV

Owns (2)

← Pence, Jessica, ShotwellOwnerSHAREHOLDER, ownership code A, individual
Mar 22, 2023 to Aug 13, 2024factForm ADV
← MCCARTHY, MICHELLE, ANNEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 27, 2024 to Aug 13, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 19, 2025
Advisor changed firm
Jessica Pence Shore left Waypoint Wealth Partners for Beacon Pointe Advisors, Llc (registered 2025-07-15)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2025
Firm absorbed
Waypoint Wealth Partners's advisors moved to Beacon Pointe Advisors, LLC (Mill Valley, CA): 5 of 7 registered, on the same day
Form ADVobserved 3 days ago
5 advisors
Occurred
Jul 8, 2025
Advisor changed firm
Rachel Ann Calvert Sowers left Waypoint Wealth Partners for Beacon Pointe Advisors, Llc (registered 2025-07-21)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2025
Advisor changed firm
Daniel Wain Campbell left Waypoint Wealth Partners for Beacon Pointe Advisors, Llc (registered 2025-07-21)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2025
Advisor changed firm
Courtney Brooke Hutchinson left Waypoint Wealth Partners for Beacon Pointe Advisors, Llc (registered 2025-07-15)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2025
Advisor changed firm
Rania Ghawi left Waypoint Wealth Partners for Beacon Pointe Advisors, Llc (registered 2025-07-30)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2025
Advisor changed firm
Annette Eriksen Brinton left Waypoint Wealth Partners for Beacon Pointe Advisors, Llc (registered 2025-07-18)
Form ADVobserved 4 days ago
Occurred
Jul 8, 2025
Advisor changed firm
Charles Lee Bowes left Waypoint Wealth Partners for Beacon Pointe Advisors, Llc (registered 2025-07-18)
Form ADVobserved 4 days ago
Occurred
Sep 3, 2024
Advisor changed firm
Jill Carothers left Waypoint Wealth Partners for Rebalance Llc (registered 2024-09-30)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2024
Advisor changed firm
Christopher James Rose left Waypoint Wealth Partners for Aptus Financial, Llc (registered 2024-03-22)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2022
Regulatory AUM changed
Waypoint Wealth Partners reported RAUM $896.4M, up 42% from $629.6M (2021-06-10 to 2022-03-28)
Form ADVobserved 4 days ago
$267M
Occurred
Mar 25, 2020
Control person joined
Brooke Courtney Hutchinson (Chief Compliance Officer (03/2020) And Shareholder (01/2020)) appeared on Schedule A of Waypoint Wealth Partners
Form ADVobserved 4 days ago

Show 2 bookkeeping events

Occurred
Sep 2, 2025
Waypoint Wealth Partners no longer on the SEC adviser roster (last listed 2025-08-01, RAUM $1.1B)
Occurred
Mar 24, 2025
Waypoint Wealth Partners reported 12 offices beyond its principal office, up from 0 (2025-01-28 to 2025-03-24)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:75d9e4f5-9e79-604f-cbc5-8e5cecef945b
First observed: Mar 30, 2012
Last observed: Mar 24, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WAYPOINT WEALTH PARTNERS

WAYPOINT WEALTH PARTNERS, INC., CRD 131155

MILL VALLEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:75d9e4f5-9e79-604f-cbc5-8e5cecef945b

Data as of Mar 24, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:35 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOWES, CHARLES, LEE

SHAREHOLDER AND SENIOR WEALTH MANAGER

yes

06/2004

Mar 30, 2012

Aug 13, 2024

BRINTON, ANNETTE, ERIKSEN

SHAREHOLDER AND SENIOR WEALTH MANAGER

yes

06/2009

Mar 30, 2012

Aug 13, 2024

HUTCHINSON, COURTNEY, BROOKE

CHIEF OPERATIONS OFFICER (01/2024) AND SHAREHOLDER (01/2020)

yes

01/2024

Mar 25, 2020

Aug 13, 2024

MCCARTHY, MICHELLE, ANNE

CHIEF COMPLIANCE OFFICER

02/2024

Feb 27, 2024

Aug 13, 2024

Pence, Jessica, Shotwell

Shareholder

01/2023

Mar 22, 2023

Aug 13, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 24, 2025

$1.1B

n/a

2023

Feb 27, 2024

$936M

n/a

2022

Mar 22, 2023

$781M

n/a

2021

Mar 28, 2022

$896M

n/a

2020

Mar 26, 2021

$630M

n/a

2019

Mar 25, 2020

$567M

n/a

2018

Mar 19, 2019

$457M

n/a

2017

Mar 19, 2018

$450M

n/a

2016

Mar 22, 2017

$376M

n/a

2015

Mar 24, 2016

$313M

n/a

2014

Mar 30, 2015

$312M

n/a

2013

Mar 25, 2014

$284M

n/a

2012

Mar 12, 2013

$216M

$203M

n/a

2011

Mar 30, 2012

$171M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$1.1B

$936M

14.7%

$896M

6.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BEACON POINTE ADVISORS, LLC

Jul 8, 2025

Jul 30, 2025

NOVATO, CA

Firm absorbed

RIA to RIA

71.4%