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Waypoint Strategic Wealth LLC

Company Details

Entity Name: Waypoint Strategic Wealth LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 17 Oct 2024 (Companies founded in October 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 (Companies in Fairfield, 06880)
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: waypoint@advisorassist.com

Agent

Name Role Business address Mailing address Phone E-Mail 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

Officer

Name Role Business address Phone E-Mail 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

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: 04 Nov 2024

Sources: Connecticut's Official State Website