Winthrop Wealth
TL;DR
SEC-registered since April 2017 and operating as Winthrop Wealth, the firm advises individuals, high-net-worth clients, trusts and plans, and offers a wrap program alongside non-wrap accounts.
$3.1 billion
Regulatory AUM
As of ADV filing 2026-09-30
4,369
Accounts / Clients
2,405 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
40
Team Size
employees, 27 advisory
9 yrs
Years Registered
First registered 2017
About Winthrop Wealth
SEC-registered since April 2017 and operating as Winthrop Wealth, the firm advises individuals, high-net-worth clients, trusts and plans, and offers a wrap program alongside non-wrap accounts.
Office: 321 Columbus Avenue, 3rd Floor, Boston, MA 02116.
Best for: Individuals at any asset level who want a planner team that also handles insurance
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD288178
RegistrationSEC-registered
First registration2017
Regulatory AUM$3.1 billion
ADV filing date2026-09-30
Accounts4,369
Clients2,405 individual and high-net-worth clients
Employees40
Advisory employees27
Fee modelAdvisory fees; ADV 2A discloses commissionable insurance and real estate sales by some supervised persons
MinimumNo account minimum; some independent managers set their own (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, ChFC and CLU named on the site
Source: SEC Investment Adviser Public Disclosure, CRD 288178, as of ADV filing 2026-09-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Boston, MA (2026): rank 5 of 10
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