Waypoint Wealth Partners, Inc.

Mill Valley, CA

California

Registered In

06/30/2004

Incorp. Date

Company Summary

Waypoint Wealth Partners, Inc. at 1 Belvedere Pl STE 200, Mill Valley, Ca 94941 lists Annette Brinton and Charles Bowes of Mill Valley, CA as the associates.

Overview

Registered In

California

Incorporation Date

06/30/2004

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Charles Bowes Individual Agent	1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941 (View Past Addresses)
Annette Brinton CEO	1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941 (View Past Addresses)
Charles Bowes Chief Financial Officer	1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941 (View Past Addresses)
Annette Brinton Director	1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941 (View Past Addresses)
Charles Bowes Director	1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941 (View Past Addresses)
Charles Bowes Secretary	1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941 (View Past Addresses)

Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history

Map & Locations

1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941 View Map

Showing current addresses only (1 of 4 total addresses). Create a free account to see the full address history

Financials

Financial Information for Waypoint Wealth Partners, Inc.

Form 5500

WAYPOINT WEALTH PARTNERS INC.

1 Belvedere Place, Suite 200, Mill Valley, Ca 94941 (877) 768-4802 EIN:81-1046879 Plan Admin:Courtney Hutchinson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWAYPOINT WEALTH PARTNERS PROFIT SHARING/401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$4,727,770 / $4,621,147	2022	WAYPOINT WEALTH PARTNERS PROFIT SHARING/401(K) PLAN - Plan #001	12 / 13	$4,727,770 / $4,621,147

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor