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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WAYPOINT WEALTH COUNSEL LLC

CRD 171822

ATLANTA, GA

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:ac0fee5f-8d9c-da1a-115b-54163305a479

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 11
On other graphs: 0
Observed: May 3, 2017 to Aug 4, 2026
16 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Waypoint Wealth Counsel Llc reported RAUM $433.3M, down 47% from $824.3M (2026-03-25 to 2026-08-04)

Dated 2026-08-04 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceAug 4, 2026 · seen 6 days ago

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: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $433MItem 5.F on the latest filing (2026-08-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $417M
Private client RAUM: $418MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $144Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 532
Individual clients: 59
High net worth clients: 117
Custody, client assets: $320,159
SEC number: 801-110569
CRD: 171822
Filings on the tape: 16
First filed: May 3, 2017
Latest filed: Aug 4, 2026
Organised: Limited Liability Company, GA
Website: waypointwc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW THOMAS WOODS	n/a	ATLANTA, GA	10	19	5	no
BRADLEY STEVEN MCGREW	Certified Financial Planner	ATLANTA, GA	10	19	4	no

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
MCGREW, BRADLEY, STEVEN	MEMBER & CHIEF COMPLIANCE OFFICER	C	yes	05/2014	May 3, 2017	Mar 29, 2024
ROLLAUER, MICHAEL, HAYES	Member	C	yes	04/2021	Mar 30, 2022	Mar 29, 2024
WOODS, MATTHEW, THOMAS	Member	C	yes	06/2014	May 3, 2017	Mar 29, 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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 25, 2026	$824M	$803M	4	3	n/a	n/a
2024	Mar 28, 2025	$664M	$649M	6	6	n/a	n/a
2023	Mar 29, 2024	$573M	$557M	6	6	n/a	n/a
2022	Mar 28, 2023	$609M	$536M	7	6	n/a	n/a
2021	Mar 30, 2022	$944M	$674M	9	7	n/a	n/a
2020	Mar 31, 2021	$556M	$426M	6	6	n/a	n/a
2019	Mar 26, 2020	$485M	$333M	6	3	n/a	n/a
2018	Mar 19, 2019	$407M	$307M	6	3	n/a	n/a
2017	Mar 29, 2018	$188M	$160M	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	66.7%	0	0	0	0	4

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
2025	$433M	$664M	-34.7%	$609M	-10.7%	4	6	0	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
HIGHBROOK CAPITAL PARTNERS	2	Feb 10, 2026	Jan 13, 2026	ATLANTA, GA	Team lift out	RIA to RIA	40.0%

Relationships

Registered with (7)

← WILLIAM SULLIVAN SCOTTAdvisorregistration: current employment
Aug 1, 2023 to presentfactForm ADV
← MATTHEW THOMAS WOODSAdvisorregistration: previous registration
Jun 20, 2014 to Dec 31, 2015factForm ADV
← BRADLEY STEVEN MCGREWAdvisorregistration: previous registration
Jun 16, 2014 to Dec 31, 2015factForm ADV
← MICHAEL HAYES ROLLAUERAdvisorregistration: previous registration
May 20, 2021 to Feb 10, 2026factForm ADV
← Daniel Charles HallAdvisorregistration: previous registration
May 20, 2021 to Feb 10, 2026factForm ADV
← Timothy Sean DaughtryAdvisorregistration: previous registration
May 6, 2022 to Mar 27, 2025factForm ADV
← MATTHEW DARREN REAMSAdvisorregistration: previous registration
Nov 13, 2018 to Nov 16, 2023factForm ADV

Moved with (1)

→ HIGHBROOK CAPITAL PARTNERSRegistered adviser2 advisors, team lift out, same day
Feb 10, 2026 to Jan 13, 2026factForm ADV

Controls (3)

← ROLLAUER, MICHAEL, HAYESOwnerMEMBER, ownership code C, individual
Mar 30, 2022 to Mar 29, 2024factForm ADV
← WOODS, MATTHEW, THOMASOwnerMEMBER, ownership code C, individual
May 3, 2017 to Mar 29, 2024factForm ADV
← MCGREW, BRADLEY, STEVENOwnerMEMBER & CHIEF COMPLIANCE OFFICER, ownership code C, individual
May 3, 2017 to Mar 29, 2024factForm ADV

Dated events

Occurred
Aug 4, 2026
Regulatory AUM changed
Waypoint Wealth Counsel Llc reported RAUM $433.3M, down 47% from $824.3M (2026-03-25 to 2026-08-04)
Form ADVobserved 6 days ago
$-391M
Occurred
Feb 10, 2026
Team lift-out
2 advisors left Waypoint Wealth Counsel LLC (Atlanta, GA) for Highbrook Capital Partners on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Feb 10, 2026
Advisor changed firm
Daniel Charles Hall left Waypoint Wealth Counsel Llc for Highbrook Capital Partners (registered 2026-01-13)
Form ADVobserved 6 days ago
Occurred
Feb 10, 2026
Advisor changed firm
Michael Hayes Rollauer left Waypoint Wealth Counsel Llc for Highbrook Capital Partners (registered 2026-01-13)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2025
Advisor changed firm
Timothy Sean Daughtry left Waypoint Wealth Counsel Llc for Access Investment Management, Llc (registered 2022-09-15)
Form ADVobserved 6 days ago
Occurred
Nov 16, 2023
Advisor changed firm
Matthew Darren Reams left Waypoint Wealth Counsel Llc for Access Investment Management, Llc (registered 2022-09-19)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2023
Regulatory AUM changed
Waypoint Wealth Counsel Llc reported RAUM $609.3M, down 35% from $943.9M (2022-03-30 to 2023-03-28)
Form ADVobserved 6 days ago
$-335M
Occurred
Mar 30, 2022
Regulatory AUM changed
Waypoint Wealth Counsel Llc reported RAUM $943.9M, up 70% from $555.5M (2021-09-20 to 2022-03-30)
Form ADVobserved 6 days ago
$388M
Occurred
Mar 30, 2022
Control person joined
Hayes Michael Rollauer (Member) appeared on Schedule A of Waypoint Wealth Counsel Llc
Form ADVobserved 6 days ago
Occurred
Mar 19, 2019
Regulatory AUM changed
Waypoint Wealth Counsel Llc reported RAUM $407.3M, up 117% from $187.8M (2018-03-29 to 2019-03-19)
Form ADVobserved 6 days ago
$220M
Occurred
May 3, 2017
First Form ADV filing
Waypoint Wealth Counsel Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac0fee5f-8d9c-da1a-115b-54163305a479
First observed: May 3, 2017
Last observed: Aug 4, 2026 48 days 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 COUNSEL LLC

CRD 171822

ATLANTA, GA

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:ac0fee5f-8d9c-da1a-115b-54163305a479

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW THOMAS WOODS

n/a

ATLANTA, GA

BRADLEY STEVEN MCGREW

Certified Financial Planner

ATLANTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCGREW, BRADLEY, STEVEN

MEMBER & CHIEF COMPLIANCE OFFICER

yes

05/2014

May 3, 2017

Mar 29, 2024

ROLLAUER, MICHAEL, HAYES

Member

yes

04/2021

Mar 30, 2022

Mar 29, 2024

WOODS, MATTHEW, THOMAS

Member

yes

06/2014

May 3, 2017

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$824M

$803M

n/a

2024

Mar 28, 2025

$664M

$649M

n/a

2023

Mar 29, 2024

$573M

$557M

n/a

2022

Mar 28, 2023

$609M

$536M

n/a

2021

Mar 30, 2022

$944M

$674M

n/a

2020

Mar 31, 2021

$556M

$426M

n/a

2019

Mar 26, 2020

$485M

$333M

n/a

2018

Mar 19, 2019

$407M

$307M

n/a

2017

Mar 29, 2018

$188M

$160M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

66.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$433M

$664M

-34.7%

$609M

-10.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HIGHBROOK CAPITAL PARTNERS

Feb 10, 2026

Jan 13, 2026

ATLANTA, GA

Team lift out

RIA to RIA

40.0%