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WINTHROP PARTNERS - WPA , LLC

ORCHARD, NY · CRD 282102 · IAPD ↗ · 716-508-8178

$44.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — WINTHROP PARTNERS - WPA , LLC moved its main office from BUFFALO, NY to ORCHARD, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2025 — WINTHROP PARTNERS - WPA , LLC reported RAUM down 47% ($68.8M -> $36.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2024 — WINTHROP PARTNERS - WPA , LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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