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WINTHROP PARTNERS - EPA, LLC

ORCHARD, NY · CRD 282098 · IAPD ↗ · 716-508-8178

$82.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — WINTHROP PARTNERS - EPA, LLC moved its main office from BUFFALO, NY to ORCHARD, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
62
April 2026 — WINTHROP PARTNERS - EPA, LLC reported RAUM up 37% ($59.8M -> $82.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — WINTHROP PARTNERS - EPA, LLC reported RAUM up 42% ($42.2M -> $59.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — WINTHROP PARTNERS - EPA, LLC reported RAUM up 28% ($32.9M -> $42.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.