WAYPOINT STRATEGIC ADVISORS, LLC
SEC file number 801-70929
· SUMMERVILLE, SC
https://waypointus.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$39M
Discretionary AUM
$0
Employees
—
Clients
342
Firm
- Address
- 10570 DORCHESTER RD.
SUMMERVILLE, SC 29485 - Phone
- —
- Website
- https://waypointus.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- AZ STRATEGIC ADVISORY B.V. Medium name-match confidence · CIK 2077170 · P7
- NJD Strategic Advisors HH Holding LLC Medium name-match confidence · CIK 2139856 · OH
-
NJD Strategic Advisors HH Holding LLC · D · Jun 10, 2026$161K
-
AZ STRATEGIC ADVISORY B.V. · D · Jul 15, 2025$30M