Winthrop Partners - WPA LLC

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Winthrop Partners - WPA LLC
CRD #282102
SEC #801-106949
CIK #
AUM $68.8 MM (2024-03-29)
Employees 2 (100% Investors, 0% Brokers)
Phone267-454-7551
Address295 Main Street
Buffalo, NY 14203
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
907254361802009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 65 17.2
(b) Individuals (high net worth individuals) 3 51.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 68 68.8
By Discretionary
Discretionary 65 42.9
Non-Discretionary 3 25.9
Total 68 68.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 68.8
Total 68 68.8
Comparable Firms State AUM ($BB)
V&V Management Group Corporation
NY 0.1
Genesis Asset Management Group Inc
NY 0.1
Reynolds Capital Management LLC
NV 0.1
Stratacore Capital Management LLC
NY 0.1
St James Investment Advisors LLC
NY 0.1
Opportunus Wealth Management LLC
WA 0.1
Royale Asset Management LLC
NY 0.1
Integrated Planning & Wealth Management LLC
IN 0.1
Weatherhelm Capital Management LLC
NY 0.1
Lake Road Advisors LLC
NY 0.1
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