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WINTHROP WEALTH
WINTHROP ADVISORY GROUP, LLC
CRD 288178 · SEC 801-110461
321 COLUMBUS AVE, 3RD FL, BOSTON, MA, 02116-5168, United States
Phone
617-530-1010
Fax
857-265-2382
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.10B
Discretionary AUM
$3.07B
Team
40 total employees; 27 advisory reps; 32 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; % RETIREMENT PLANS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1662 | $440.0M |
| High net worth individuals | 743 | $2.49B |
| Pension/profit sharing plans | 20 | $51.5M |
| Charitable organizations | 19 | $23.9M |
| Corporations/business entities | 37 | $91.9M |
States served
VT, AZ, CA, CO, GA, ID, IL, ME, MA, MI, MN, MT, NJ, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WA, TX, NH, CT, FL
All web addresses on file
- https://www.winthropwealth.com
- https://x.com/winthropwealth/
- https://www.facebook.com/KeelFinancial/
- https://www.linkedin.com/company/winthropwealth/
- https://www.youtube.com/@unifiedwealthmanagement3714
- https://www.linkedin.com/company/unified-wealth-management
- https://www.keelfinancial.com
- https://www.linkedin.com/company/keel-financial/
- https://x.com/KeelFinancial
- https://www.instagram.com/winthropwealth/
- https://www.facebook.com/unifiedwealthmanagement/
- https://www.unifiedwealth.net
- https://x.com/unified_wealth
- https://www.facebook.com/Winthropwealth/
- https://www.youtube.com/@winthropwealth
Official SEC filing: View on IAPD