Winthrop Wealth
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 288178
- Registered since
- April 28, 2017
- Website
- www.winthropwealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI80.42%
- Individuals14.19%
- Corporations / Businesses2.96%
- Pension & Profit Sharing Plans1.66%
- Charitable Organizations0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Winthrop Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, combining financial planning with portfolio management for individuals, small businesses, and institutions. Service fees include percentage-of-AUM arrangements alongside hourly and fixed-fee options. Service offerings include comprehensive financial planning, discretionary portfolio management, pension consulting, and selection of outside advisers. The firm reports affiliations with accounting and real estate professionals. Winthrop Wealth is not identified as an active ESG investor in its disclosures. The firm has been recognized repeatedly by Forbes, appearing on Forbes’ lists of Top RIA Firms in 2022, 2023, and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities9%
- Other3%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
3 of 7
Lucas Winthrop
Chief Operating Officer / Wealth AdvisorCRD 6173661
Max Winthrop
Chief Executive OfficerCRD 5972623
Andrew Murphy
Co-Chief Investment OfficerCRD 5523054
Contacts
3 of 22
Scott Cohen
Financial AdvisorCRD 5662667
Jonathan Hunter
Wealth AdvisorCRD 5690569
Robert Reamer
Founding Partner and Financial AdvisorCRD 5200308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 127Active vs passive
$1.4B in ETFs
87%
$1.2B
12%
$184M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $169M | 1,025,806 | 11.97% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 321 Columbus Ave
- Time zone
- ET (UTC-5)
- Office locations
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