| Entity Name: | Waypoint Strategic Wealth LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 17 Oct 2024 |
| Business ALEI: | 3088231 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 7 Fermily Ln, Westport, CT, 06880-1111, United States |
| Mailing address: | 7 Fermily Ln, Westport, CT, United States, 06880-1111 |
| ZIP code: | 06880 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | waypoint@advisorassist.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Christopher Pepin | Agent | 7 Fermily Ln, Westport, CT, 06880-1111, United States | 7 Fermily Ln, Westport, CT, 06880-1111, United States | +1 617-532-0925 | waypoint@advisorassist.com | 7 Fermily Ln, Westport, CT, 06880-1111, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| Christopher Pepin | Officer | 7 Fermily Ln, Westport, CT, 06880-1111, United States | +1 617-532-0925 | waypoint@advisorassist.com | 7 Fermily Ln, Westport, CT, 06880-1111, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012794987 | 2024-10-17 | No data | Business Formation | Certificate of Organization | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
