Winthrop Partners - Epa, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Buffalo, NY. Its latest Form ADV filing, dated April 7, 2026, reports $82M in regulatory assets under management, 5 employees, 2 offices, and 174 accounts.
Assets Under Management
$82M
Employees
5
Offices
2 offices
Total Clients
174
Primary office
BUFFALO, NY
295 MAIN STREET, SUITE 840, BUFFALO, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.1% of total clients.
Top client categories% of clientsClients
1
Individuals
89.1%
155
2
HNWI
9.8%
17
3
Pension Plans
1.1%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$82Mas of April 7, 2026
Discretionary100.0%
$82M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$82M
Total Accounts174
10Y AUM Change+$82M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee35:1
10Y Employee Change+4 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.