# Waypoint Wealth Management

Waypoint Wealth Management is a Bank / Wealth / Trust based in Timonium, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Timonium, United States
- **Region:** North America
- **Address:** Timonium, MD, United States
- **Founded:** 1996
- **Assets under management:** Less than $500M (Altss estimate)
- **Website:** waypointwm.com
- **LinkedIn:** https://www.linkedin.com/company/waypointwealth

## Regulatory record

- **CRD number:** 155574
- **SEC file number:** 801-110641
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155574

## About

Waypoint Wealth Management was established in 1996 by Mike Green, structuring the firm as a fee-only registered investment advisor anchored in Timonium, Maryland. The firm emerged during a period of consolidation among Baltimore-area financial planners, positioning itself as an independent shop serving individuals, high-net-worth families, and closely-held businesses in the mid-Atlantic region. The firm's investment posture centers on financial planning, estate planning, and discretionary portfolio management. Asset-class coverage spans domestic equities, fixed income, and alternative allocations that often include private credit and real estate exposure through pooled vehicles. Waypoint does not operate as a direct-investment platform or sponsor its own funds. The practice serves a localized geographic footprint, with clients concentrated in Maryland, Virginia, and greater Washington, D.C. Public filings indicate Waypoint maintains a lean advisor headcount consistent with a boutique planning-and-investment practice. The firm has not launched adjacent philanthropic vehicles, captive real-asset arms, or external club structures. In September 2024, the SEC's Form ADV amendment cycle showed the firm reporting no material disciplinary events and a stable client base of individuals and families. Waypoint's structural distinction lies in operating as a true main-street advisory in a market increasingly dominated by aggregator platforms. The firm's independence and fee-only model create a fiduciary posture that differs from the commission-based wealth management practices common in suburban Baltimore during its founding era. Succession planning and the eventual transition of the firm remain unaddressed in public materials.

## Sectors

- Private Credit
- Real Estate

## People

- Mike Green — President & CEO

## Questions

### Who runs investment decisions at Waypoint Wealth Management?

Mike Green serves as President and CEO of Waypoint Wealth Management, a practice he founded in 1996. The firm's Form ADV filings list Green as the principal owner and primary investment decision-maker. No additional investment committee or external CIO is disclosed in public records.

### Does Waypoint have a succession plan in place?

Publicly available documents do not describe a formal succession plan. The practice remains closely held by founder Mike Green, and no junior partners, internal successors, or external acquirers are identified in regulatory filings. This represents a known concentration risk for a firm beyond its 25th year.

### What geographic markets does Waypoint serve?

The firm operates from a single office in Timonium, Maryland, with a client base concentrated in the Baltimore metro area and extending into suburban Maryland and Washington, D.C. Waypoint does not maintain satellite offices or serve an out-of-region client population at scale.

## Related profiles

- [WayPoint Wealth Counsel](https://altss.com/profile/waypoint-wealth-counsel)
- [Waypoint Wealth Partners](https://altss.com/profile/waypoint-wealth-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/waypoint-wealth-management

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