WINTHROP WEALTH
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 288178
- Registered since
- April 28, 2017
- Website
- www.winthropwealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI80.42%
- Individuals14.19%
- Corporations / Businesses2.96%
- Pension & Profit Sharing Plans1.66%
- Charitable Organizations0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Winthrop Wealth is an independent, SEC-registered registered investment adviser organized as an LLC and active since 2017. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and businesses, pension consulting and selection-of-advisers services. Winthrop positions itself as a capital allocator, blending internally managed strategies with third-party manager relationships. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm has been recognized on Forbes’ lists of top RIA firms in 2022, 2023 and 2024. Winthrop does not emphasize ESG investing in its stated activity set.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities9%
- Other3%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
3 of 7MARK WINTHROP
CHIEF INVESTMENT OFFICER, WEALTH ADVISORCRD 1351181
RICHARD BOEHM
Chief Executive Officer & FounderCRD 2365186
MAX WINTHROP
Chief Executive OfficerCRD 5972623
Contacts
3 of 21EARL WINTHROP
President and Founding PartnerCRD 1257625
Matthew McGrath
Portfolio ManagerCRD 6223871
KENNETH DEAN
Senior DirectorCRD 4567381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$1.2B in ETFs
87%
$1B
13%
$153M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $138M | 968,315 | 11.87% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 321 Columbus Ave
- Time zone
- ET (UTC-5)
- Office locations
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