Winthrop Partners - WPA, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Winthrop Partners – WPA, LLC provides investment advisory services to individuals, high‑net‑worth clients, trusts, estates, pension plans and business entities, offering discretionary and non‑discretionary portfolio management, comprehensive financial planning, and a subscription planning service. The firm constructs portfolios using individual equities, mutual funds and ETFs and maintains programs to address concentrated “legacy” positions and mutual fund/ETF allocations.
Winthrop’s process begins with a discovery‑oriented financial planning intake and uses a combined top‑down/bottom‑up fundamental approach to set asset allocation and select securities, with model ranges described from Ultra Conservative to Aggressive Growth. The firm coordinates with clients’ tax and estate advisors, conducts at least annual reviews, and applies tax‑efficient fixed‑income laddering and diversification strategies where appropriate.
The WPA brochure discloses that it operates alongside affiliated advisors (Winthrop Partners – WNY and –EPA) under common control, treating affiliated personnel as supervised persons and sharing compliance policies, and it documents the use of third‑party promoters who receive cash compensation and associated promoter disclosures (Item 14). The brochure also notes a recommended custody relationship with Raymond James and receipt of software, trading and research support from that custodian, a relationship the firm identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Fixed fee for subscription services; annual fee determined by complexity (prorated and billed monthly)
Hourly financial planning fee varies based on time and complexity
Annual subscription fee for financial planning services, prorated and billed monthly
Minimum fee: Minimum advisory fee of $2,500 per year, negotiable or waivable at Firm's discretion Fee-only: Fee-only basis; management fees up to 1.5% of assets managed
Main office
21 Princeton Place, Suite 230
Orchard NY 14127, United States
Most active in
Pennsylvania
Also doing business as
Locust Capital Management Wpa, LLC · Winthrop Partners Wpa , LLC · Winthrop Partners Wpa, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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