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WINTHROP PARTNERS - WNY, LLC

ORCHARD, NY · CRD 282100 · IAPD ↗ · winthroppartners.com · 716-508-8178

$186.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — WINTHROP PARTNERS - WNY, LLC moved its main office from BUFFALO, NY to ORCHARD, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2024 — WINTHROP PARTNERS - WNY, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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