SourcingSourcing

WAYPOINT WEALTH MANAGEMENT, LLC

B52
CRD 155574·SEC 801-110641·TIMONIUM, MD
AUM
$242.5M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$727K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WAYPOINT WEALTH MANAGEMENT, LLC
CRD
155574
SEC file #
801-110641
EIN
—
DBA names
Waypoint Wealth Management

Economics

AUM
$242.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$128.4M → $242.5M▲ +89%
Client mix
Individuals Other132
Individuals High Net Worth72
Corporations3

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
3 advisors → 1 advisors▼ -67%
Primary office
TIMONIUM MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
waypointwm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DIXON, PETER, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DIXON, PETER, DAVID
DIXON, VICTORIA, LEIGH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WAYPOINTWM.COM
Rdap Domain Creation Date
2010-11-04T19:03:38Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-11-04T20:03:38Z
Rdap Domain Last Changed
2025-09-05T08:18:14Z
Rdap Nameservers
Ns43.worldnic.comNs44.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
3083659
Trust Company Affiliate
No

People (2)

2
DIXON, PETER, DAVID
IAR · Direct Owner · 87.5%
3083659
DIXON, VICTORIA, LEIGH
Direct Owner · 7.5%
3181579