LP Profile

Winthrop Partners - WPA

Also known as winthrop partners wpa

Wealth ManagerBuffalo, United StatesFounded 2015
$82M
Assets Under Management
Buffalo
Headquarters
Investment Focus

About Winthrop Partners - WPA

Winthrop Partners, also known as WPA, is a fee-only fiduciary wealth management firm founded in 2015 and based in Buffalo, New York. It reports about $82 million in assets under management and has offices serving Buffalo, Pittsburgh, Doylestown (Pennsylvania) and Miami, as well as clients nationwide. The team includes CFA, CFP, CPA and ChFC professionals and offers financial planning, retirement planning and investment management. The firm states that it accepts no commissions or kickbacks and cites 150 years of combined experience among its advisors.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Winthrop Partners - WPA from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$44.1M
Total Clients
104
Filing Date
April 7, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Winthrop Partners - WPA?

Winthrop Partners - WPA is a wealth manager based in Buffalo, United States, managing approximately $82M in assets.

Where is Winthrop Partners - WPA headquartered?

Winthrop Partners - WPA is headquartered in Buffalo, United States.

How much does Winthrop Partners - WPA manage?

Winthrop Partners - WPA manages approximately $82M in assets under management.

When was Winthrop Partners - WPA founded?

Winthrop Partners - WPA was founded in 2015.

How can I contact Winthrop Partners - WPA?

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