Managing Member · Waypoint Wealth Management
Victoria L. Dixon
CRD 3181579 · Named on Form ADV at one SEC-registered adviser
At a glance
Waypoint Wealth Management, an SEC-registered wealth manager based in Timonium, MD with $242 million in regulatory assets, lists Victoria L. Dixon on its Form ADV as Managing Member.
Firms and roles
- Waypoint Wealth ManagementManaging MemberWealth manager · Timonium, MD · $242M in regulatory assets
AtlasMembers
Victoria’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings
- Peter D. DixonManaging Member / Chief Compliance Officer, Waypoint Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Victoria’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.