WINTHROP PARTNERS - WPA , LLC

Overview

Winthrop Partners - Wpa, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2015. The firm is individually owned and serves primarily individual and family clients. Its service mix emphasizes financial planning and discretionary portfolio management for individuals and small businesses; the firm's ADV also lists pension consulting among its advisory activities, though it does not identify itself as a designated pension consultant on its filings. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm reports it is not an active ESG investor and is not structured as a capital allocator; filings also indicate the existence of a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices