Winthrop Partners - Wpa , 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 $44M in regulatory assets under management, 3 employees, 3 offices, and 104 accounts.
Assets Under Management
$44M
Employees
3
Offices
3 offices
Total Clients
104
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 92.3% of total clients.
Top client categories% of clientsClients
1
Individuals
92.3%
96
2
HNWI
7.7%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$44Mas of April 7, 2026
Discretionary100.0%
$44M
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$44M
Total Accounts104
10Y AUM Change+$44M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee35:1
10Y Employee Change+2 (+200.0%)
* 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.