Key facts
- Notable investors include Elevation Point.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Waycrest Wealth
- ·The full record, as it builds
Funding rounds
No funding rounds for Waycrest Wealth are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Waycrest Wealth
Provider of financial advisory services intended for physicians, business owners, attorneys, and philanthropic families, primarily across Michigan and Florida. The company specializes in investment management, financial planning, estate planning, tax planning, and alternative investing strategies tailored for families with complex wealth needs.
- Sector
- Business Products and Services (B2B)
- HQ
- MI
- Employees
- 7
- Ownership
- Privately Held (backing)
Waycrest Wealth doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Waycrest Wealth shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Waycrest Wealth in its N-PORT filings yet. We sweep new filings monthly.