ria

Waypoint Wealth Counsel

ATLANTA, GA

CRD: 171822

In PWD coverage since August 17, 2026 · 5 stories

$433MRegulatory AUMSEC Form ADV · Sep 26

4EmployeesForm ADV

4Deals on our tracker

Regulatory AUM · Aug 22 – Sep 26

Aug 17, 26Deal announcedMAI Capital Management · $490M — coverage

Aug 16, 26Deal announcedMAI Capital Management · $490M — coverage

Aug 13, 26Deal closedMAI Capital Management · $490M — coverage

Aug 13, 24Deal closedMAI Capital Management · $490M

PWD coverage

exit

The acquisition puts two planning-heavy RIAs under a Carlyle-backed umbrella, changing the ownership math for their advisors.