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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2017
- Office Locations
- 9
Office Locations
About Winthrop Wealth
Winthrop Wealth is a Boston-based wealth management firm serving individuals and families, entrepreneurs, and institutions such as endowments and non-profits. The team builds comprehensive financial and retirement plans and delivers customized investment programs, including investment policy statement support, fiduciary-aligned guidance, and flexible portfolio reporting. Supports major custodians including Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EARL BRYAN WINTHROP
Investment Advisor Representative
- CRD
- #1257625
- Ownership
- 25% but less than 50%
MARK STEVEN WINTHROP
Wealth Advisor
- CRD
- #1351181
- Ownership
- 25% but less than 50%
Showing 2 of 8 owners & executives
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ROBERT ABENDROTH
--
- CRD
- #6401139
Joseph M Anastasi
--
- CRD
- #7761176
Showing 2 of 29 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,074,493,065 | $706,780 |
| Non-Discretionary | $26,868,719 | $1,414,143 |
| Total | $3,101,361,784 | $709,856 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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