Investment adviser · CRD 288178

WINTHROP WEALTH

Investment adviser filing (IA)

WINTHROP ADVISORY GROUP, LLC

BOSTON, MA, United States · Form ADV filed Sep 30, 2026

Regulatory AUM: $3.1B
Client accounts: 4,369
Employees: 40
Advisory professionals: 27

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	743	$2,494,122,088	80.4%
Individuals	1,662	$439,950,510	14.2%
Corporations & businesses	37	$91,918,647	3.0%
Retirement plans	20	$51,488,726	1.7%
Charities	19	$23,881,813	0.8%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2134080 · Sep 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

321 COLUMBUS AVE, 3RD FL
BOSTON, MA, 02116-5168, United States

CRD 288178

Filing source

Form ADV 2134080 · Sep 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.