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).
Total Assets Under Management9MILLION
Total Number of Accounts26ACCOUNTS
Average Account Value$350,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Vivek Sharma (CRD# 6269307) is an Investment Advisor Representative working at Gwynedd Wealth Partners, LLC in Eagleville, PA and has over 4 years of experience in the finance industry.
Jeffrey Biernat (CRD# 1390428) is an Investment Advisor Representative working at Gwynedd Wealth Partners, LLC in Lansdale, PA and has over 5 years of experience in the finance industry.