Bryn Mawr Wealth Management LLC

Bryn Mawr Wealth Management LLC (CRD# 146500) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $9,820,329 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Bryn Mawr Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
Robert B. Fertman
CRD#: 2740483
Four Tower Bridge, 200 Barr Harbor Drive, Ste. 400, Pmb 4088, West Conshohocken, PA 19428

Robert Fertman (CRD# 2740483) is an Investment Advisor Representative working at Bryn Mawr Wealth Management LLC in West Conshohocken, PA and has over 20 years of experience in the finance industry.

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