Winthrop Partners - Wny, LLC
● SEC registered since 2015CRD 282100SEC# 801-106948Buffalo, NY
Reg. AUM
$186.2M
Employees
4
Accounts
302
Location
Buffalo, NY
Winthrop Partners - Wny, LLC assets under management
Winthrop Partners - Wny, LLC is an SEC-registered investment adviser based in Buffalo, NY. The firm has been registered since 2015. It reports $186.2 million in regulatory assets under management and employs 4 people.
Winthrop Partners - Wny, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelly Melissa Christopher | Chief Compliance Officer | Under 5% | 2023 |
| Robert Brian Werner Control | Co-Managing Member And Cio | 25-50% | 2017 |
| Ryan Carney Control | Member, Trader | 5-10% | 2017 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Winthrop Partners - Wny, LLC manage?
Winthrop Partners - Wny, LLC reports $186.2 million in regulatory assets under management on its Form ADV.
How many employees does Winthrop Partners - Wny, LLC have?
Winthrop Partners - Wny, LLC reports 4 employees.
Where is Winthrop Partners - Wny, LLC located?
Winthrop Partners - Wny, LLC is based in Buffalo, NY and has been SEC-registered since 2015.
Does Winthrop Partners - Wny, LLC disclose fund performance?
Winthrop Partners - Wny, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 295 Main Street, Suite 840, Buffalo, NY 14203 |
| Phone | 716-322-7478 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.2M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$186.2Mregulatory AUM
Discretionary $184.3MNon-discretionary $2M