WINTHROP PARTNERS - WPA, LLC
Legal name: WINTHROP PARTNERS - WPA , LLC
CRD #282102 SEC #801-106949 BUFFALO, NY 267-454-7551
SEC Registered
Total AUM
$36.2M
Discretionary
$36.2M
Employees
2
Clients
1
Accounts
92
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $36.2M | $36.2M | $0 | 2 | 0 |
| Mar 2025 | $36.2M | $36.2M | $0 | 2 | 0 |
| Mar 2024 | $68.8M | $42.9M | $25.9M | 2 | 0 |
| Mar 2023 | $59.1M | $40.8M | $18.3M | 2 | 0 |
| May 2022 | $82.1M | $16.5M | $65.6M | 2 | 0 |
| Mar 2022 | $82.1M | $62.6M | $19.5M | 2 | 0 |
| Mar 2021 | $48.5M | $13.5M | $35.1M | 3 | 0 |
| Jul 2020 | $51.5M | $11.9M | $39.5M | 3 | 0 |
| Jun 2020 | $51.5M | $11.9M | $39.5M | 3 | 0 |
| Jun 2020 | $51.5M | $11.9M | $39.5M | 3 | 0 |
| Mar 2020 | $51.5M | $11.9M | $39.5M | 3 | 0 |
| Apr 2019 | $39.4M | $39.4M | $0 | 1 | 0 |
| Feb 2019 | $25.1M | $25.1M | $0 | 1 | 0 |
| Jun 2018 | $33.5M | $33.5M | $0 | 1 | 0 |
| May 2018 | $33.5M | $33.5M | $0 | 1 | 0 |
| Jan 2018 | $33.5M | $33.5M | $0 | 1 | 0 |
| Nov 2017 | $0 | $0 | $0 | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 3 | 0 |
| Jul 2017 | $0 | $0 | $0 | 3 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
| Aug 2016 | $0 | $0 | $0 | 1 | 0 |
| Apr 2016 | $0 | $0 | $0 | 1 | 0 |
| Feb 2016 | $0 | $0 | $0 | 1 | 0 |
| Nov 2015 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$36.2M
Discretionary$36.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$36.2M
Discretionary$36.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$68.8M
Discretionary$42.9M
Non-Disc.$25.9M
Employees2
Clients0
DateMar 2023
Total AUM$59.1M
Discretionary$40.8M
Non-Disc.$18.3M
Employees2
Clients0
DateMay 2022
Total AUM$82.1M
Discretionary$16.5M
Non-Disc.$65.6M
Employees2
Clients0
DateMar 2022
Total AUM$82.1M
Discretionary$62.6M
Non-Disc.$19.5M
Employees2
Clients0
DateMar 2021
Total AUM$48.5M
Discretionary$13.5M
Non-Disc.$35.1M
Employees3
Clients0
DateJul 2020
Total AUM$51.5M
Discretionary$11.9M
Non-Disc.$39.5M
Employees3
Clients0
DateJun 2020
Total AUM$51.5M
Discretionary$11.9M
Non-Disc.$39.5M
Employees3
Clients0
DateJun 2020
Total AUM$51.5M
Discretionary$11.9M
Non-Disc.$39.5M
Employees3
Clients0
DateMar 2020
Total AUM$51.5M
Discretionary$11.9M
Non-Disc.$39.5M
Employees3
Clients0
DateApr 2019
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees1
Clients0
DateFeb 2019
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees1
Clients0
DateMay 2018
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees1
Clients0
DateJan 2018
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees1
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0