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Mill Valley
WAYPOINT WEALTH PARTNERS

WAYPOINT WEALTH PARTNERS

Tel: 877-768-4802 1 Belvedere Place Suite 200 Mill Valley, California 94941

About WAYPOINT WEALTH PARTNERS

WAYPOINT WEALTH PARTNERS is a Mill Valley, California based financial advisory firm with nearly $935,766,012 in assets under management and provides investment advisory services for 887 clients. There are currently 13 financial advisors at the firm.

General Information
Firm CRD#:

131155

Firm SEC#:

801-69262

Assets Under Management:

$935,766,012

No. of Clients:

887

Advisory Services Provided:

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

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