WAYPOINT WEALTH COUNSEL LLC

CRD 171822File 801-110569

APPROVED

Retail clients

Custody

Filing as of Aug 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$433.3M

Below cohort median (national)

Discretionary AUM

$416.8M

Non-discretionary $16.5M

Clients

176

532 accounts

Employees

Above cohort median in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 19, 2017
Principal office: 3715 NORTHSIDE PARKWAY NW, BUILDING 100, SUITE 310, ATLANTA, GA, 30327
Phone: 404-955-7481
Website: HTTP://WWW.WAYPOINTWC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $433.3M
Discretionary AUM: $416.8M
Non-discretionary AUM: $16.5M
Discretionary accounts: 523
Non-discretionary accounts: 9
Total accounts: 532
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.9M
Charitable organizations	Fewer than 5	$1.3M
High net worth individuals	117	$377.2M
Individuals (other than high net worth individuals)	59	$41.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.