Waypoint Wealth Partners, Inc.
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.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Stock Corporation - Ca - General
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Charles Bowes
Individual Agent
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1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941
(View Past Addresses)
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Annette Brinton
CEO
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1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941
(View Past Addresses)
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Charles Bowes
Chief Financial Officer
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1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941
(View Past Addresses)
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Annette Brinton
Director
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1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941
(View Past Addresses)
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Charles Bowes
Director
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1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941
(View Past Addresses)
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Charles Bowes
Secretary
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1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941
(View Past Addresses)
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1 BELVEDERE PL STE 200, MILL VALLEY, CA 94941
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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.
Address Match:1 Belvedere Pl Ste 200 Mill Valley, CA
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
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