Gwynedd Wealth Partners, LLC

Gwynedd Wealth Partners, LLC (CRD# 165721) is a financial advisory firm headquartered in Plymouth Meeting, PA. They manage $9,100,000 in 26 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $350,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CO, PA

Financial Advisors at Gwynedd Wealth Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Vivek Sharma
CRD#: 6269307
Eagleville, PA
89
Wealthminder
score

Vivek Sharma (CRD# 6269307) is an Investment Advisor Representative working at Gwynedd Wealth Partners, LLC in Eagleville, PA and has over 3 years of experience in the finance industry.

2
Jeffrey E. Biernat
CRD#: 1390428
Lansdale, PA
70
Wealthminder
score

Jeffrey Biernat (CRD# 1390428) is an Investment Advisor Representative working at Gwynedd Wealth Partners, LLC in Lansdale, PA and has over 4 years of experience in the finance industry.

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