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| Winthrop Partners - EPA LLC
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|---|---|
| CRD # | 282098 |
| SEC # | 801-106947 |
| CIK # | |
| AUM | 82.2 M (2026-04-07) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 267-454-4585 |
| Address | 295 Main Street Buffalo, NY 14203 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 33.3 |
| (b) Individuals (high net worth individuals) | 17 | 45.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 174 | 82.2 |
| By Discretionary | ||
| Discretionary | 174 | 82.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 174 | 82.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 78.4 | |
| Total | 174 | 82.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Winthrop Partners - WNY LLC
✚
|
NY | 186.2 M |
|
Winthrop Partners - EPA LLC
✚
|
NY | 82.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lehmann Livian Fridson Advisors LLC
✚
|
NY | 84.2 M |
|
Titan Managers LLC
✚
|
AZ | 84.2 M |
|
Greycliff Wealth Management LLC
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|
NY | 83.8 M |
|
Welara Asset Management LLC
✚
|
83.7 M | |
|
Proxy Wealth Advisors LLC
✚
|
FL | 83.3 M |
|
HYJC Capital of WNY LLC
✚
|
NY | 82.6 M |
|
Londinium Asset Management Ltd
✚
|
82.0 M | |
|
Ever Green Wealth Management LLC
✚
|
NY | 80.3 M |
|
Minerva Wealth Advisory LLC
✚
|
NY | 79.5 M |
|
Queenbridge Capital LLC
✚
|
NY | 79.1 M |