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WINTHROP PARTNERS - WPA , LLC

WINTHROP PARTNERS - WPA, LLC

CRD 282102 · SEC 801-106949

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295 MAIN STREET, SUITE 840, BUFFALO, NY, 14203, United States

Phone

267-454-7551

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$44.1M

Discretionary AUM

$44.1M

Team

3 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals96$23.1M
High net worth individuals8$21.0M

States served

PA

All web addresses on file

Official SEC filing: View on IAPD