Winthrop Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

288178

SEC number

801-110461

Firm type

RIA

Assets under management

$3.1B as of Jun 16, 2026

Website

www.youtube.com/@winthropwealth ↗

Phone

617-530-1010

Address

321 Columbus Ave, Boston, MA, 02116-5168

Advisors at this firm

27 in our index · page 1 of 1

• Robert AbendrothCRD 6401139 · Boston, MA
  IA RegisteredRegistration inactive
• Richard Andrew BoehmCRD 2365186 · Westport, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Edward Thomas BurkeCRD 2831897 · Sratham, NH
  IA RegisteredRegistration inactive
• Scott CohenCRD 5662667 · Framingham, MA
  IA RegisteredRegistration inactive
• Gregory Paul CostantinoCRD 4354102 · Wakefield, MA
  IA RegisteredRegistration inactive
• Daniel L CastleCRD 1716154 · Boston, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kenneth James DeanCRD 4567381 · Boston, MA
  IA RegisteredRegistration inactive
• Jonathan Peter HunterCRD 5690569 · Boston, MA
  IA RegisteredRegistration inactive
• Peter Thomas JaworskiCRD 2924203 · Wakefield, MA
  IA RegisteredRegistration inactive
• Aimee Margaret LloydCRD 4520285 · Shoreline, WA
  IA RegisteredRegistration inactive
• Cavan M LamontagneCRD 7386869 · Boston, MA
  IA RegisteredRegistration inactive
• Francesca M LanzaCRD 7203898 · Boston, MA
  IA RegisteredRegistration inactive
• David William MercerCRD 2521613 · Bainbridge Island, WA
  IA Registered
• David Michael MoretskyCRD 4267143 · Issaquah, WA
  IA RegisteredRegistration inactive
• Amber Michele MoserCRD 6382815 · Nashville, TN
  IA RegisteredRegistration inactive
• Andrew Joseph MurphyCRD 5523054 · Boston, MA
  IA RegisteredRegistration inactive
• Matthew Joseph McgrathCRD 6223871 · Boston, MA
  IA Registered
• Sheena Anne OberoiCRD 5121268 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Robert James ReamerCRD 5200308 · Nooksack, WA
  IA RegisteredRegistration inactive
• Harvey Alan SlaughterCRD 6338982 · Boston, MA
  IA Registered
• Richard Charles St. OngeCRD 4643907 · Boston, MA
  IA RegisteredRegistration inactive
• Earl Bryan WinthropCRD 1257625 · Boston, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lucas Alexander WinthropCRD 6173661 · Boston, MA
  IA RegisteredRegistration inactive
• Mark Steven WinthropCRD 1351181 · Westborough, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Max Gustav WinthropCRD 5972623 · Boston, MA
  IA RegisteredRegistration inactive
• Sean WinthropCRD 7531188 · Westborough, MA
  IA RegisteredRegistration inactive
• Robert Eric ZolaCRD 2553407 · Rockville Centre, NY
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.