Key facts
- WINTHROP WEALTH is a other based in BOSTON, MA.
- WINTHROP WEALTH reports $8.0M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 288178- Regulatory AUM
- $8.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 38
- Registered office
- BOSTON, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WINTHROP ADVISORY GROUP, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for WINTHROP WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is WINTHROP WEALTH's AUM?
- WINTHROP WEALTH manages approximately $8.0M in assets.