Winthrop Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $3.1B in regulatory assets under management, 38 employees, 19 offices, and 4,369 accounts.
Assets Under Management
$3.1B
Employees
38
Offices
19 offices
Total Clients
2,481
Primary office
BOSTON, MA
321 COLUMBUS AVE, 3RD FL, BOSTON, MA, United States
Top client segmentIndividuals represent 67.0% of total clients.
Top client categories% of clientsClients
1
Individuals
67.0%
1,662
2
HNWI
29.9%
743
3
Corporations
1.5%
37
4
Pension Plans
0.8%
20
5
Charitable
0.8%
19
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of March 31, 2026
Discretionary99.1%
$3.1B
99% of total RAUM99.1%
Non-discretionary0.9%
$27M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.1B
Total Accounts4,369
10Y AUM Change+$3.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee65:1
10Y Employee Change+28 (+280.0%)
* 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.