Winthrop Partners - WPA, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,066,811
Clients
104
8% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
104
Very HighAverage account size
$423,719
About
Winthrop Partners – WPA, LLC provides investment advisory and financial planning services to a range of clients, including individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, pension and profit‑sharing plans, and business entities. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning, and a subscription service that covers goal planning, education funding, budgeting, and insurance reviews.
The firm uses a tailored, fundamental top‑down/bottom‑up investment process that combines individual equities, mutual funds, and ETFs, applying quantitative and qualitative fund screens and prescreened research to construct portfolios that range from ultra‑conservative income allocations to aggressive equity growth. Winthrop also documents programs for concentrated or legacy positions, schedules for staged liquidation or tax‑efficient gifting when appropriate, and coordinates implementation with clients’ tax, estate, and insurance advisors as part of ongoing reviews.
Distinctive features disclosed in the brochure include WPA’s operation as one of several affiliated Winthrop advisory entities under common control, with personnel from those affiliates treated as supervised persons, and the firm’s noted use of endorsements and testimonials in its advertising. The brochure also highlights that WPA receives software, trading and support services from its recommended custodian and offers a fixed‑fee subscription planning option and a formal legacy‑portfolio program, which are less common among similar supported firms.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Concentrated stock management
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Elder care planning
Fee options
Fixed fee for subscription/financial planning services, annual fee based on nature and complexity; exact amounts not disclosed.
Hourly fees vary based on time and complexity for financial planning services; specific amounts not stated.
Annual subscription fee for financial planning services; billed monthly and prorated. Specific amounts not clearly stated.
Minimum fee: $500 minimum annual advisory fee Fee-only: Advisory fees typically up to 1.5% annually of assets managed; firm states fees are negotiable and may include flat fees in certain circumstances.
Main office location
Winthrop Partners - WPA, LLC
295 Main Street, Suite 840
Buffalo NY 14203, United States
Number of offices
4
Most active in
Winthrop Partners - WPA, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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