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WINTHROP WEALTH
Legal name: WINTHROP ADVISORY GROUP, LLC
CRD 288178File 801-110461
APPROVED
Retail clients
Custody
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.10B
Top 25% of cohort (national)
Discretionary AUM
$3.07B
Non-discretionary $26.9M
Clients
2,481
4,369 accounts
Employees
40
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 28, 2017
- Principal office
- 321 COLUMBUS AVE, 3RD FL, BOSTON, MA, 02116-5168
- Phone
- 617-530-1010
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.10B
- Discretionary AUM
- $3.07B
- Non-discretionary AUM
- $26.9M
- Discretionary accounts
- 4,350
- Non-discretionary accounts
- 19
- Total accounts
- 4,369
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $91.9M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 19 | $23.9M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 743 | $2.49B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 20 | $51.5M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 1,662 | $440.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — % RETIREMENT PLANS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.