Winthrop Wealth

RIASEC RegisteredEst. 2017

Total AUM

$3.1B

Discretionary

$3.1B

99% of AUM

Avg account

$710K

Accounts

4,369

Employees

Advisory reps

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

FINTRX

Overview

Winthrop Wealth is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2017. The firm serves both individuals and families as well as institutional clients and acts as a capital allocator, meaning it sources and places client capital with outside managers in addition to managing portfolios in-house. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, investment management for businesses or institutions, pension consulting, and selection of other advisers. Fee arrangements are mixed — percentage of AUM plus hourly, fixed-fee, and other engagement structures are used depending on the client and service. The firm has been recognized in Forbes’ lists of top RIA firms in 2022, 2023, and 2024. Winthrop Wealth is not positioned as an ESG-focused manager per the data provided.