Gwynedd Wealth Partners, LLC

Gwynedd Wealth Partners, LLC (CRD# 165721) is a financial advisory firm headquartered in Plymouth Meeting, PA. They manage $17,745,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
600 W. Germantown Pike, Suite 400, Plymouth Meeting, PA 19462
https://gwyneddwealthpartners.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $161,318
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
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.

PA

Financial Advisors at Gwynedd Wealth Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Biernat, financial advisor Plymouth Meeting PA
Jeffrey E. Biernat
CRD#: 1390428
600 W. Germantown Pike, Suite 400, Plymouth Meeting, PA 19462

Jeffrey Biernat (CRD# 1390428) is an Investment Advisor Representative working at Gwynedd Wealth Partners, LLC in Plymouth Meeting, PA and has over 11 years of experience in the finance industry.

2
Vivek Sharma, financial advisor Eagleville PA
Vivek Sharma
CRD#: 6269307
Eagleville, PA

Vivek Sharma (CRD# 6269307) is an Investment Advisor Representative working at Gwynedd Wealth Partners, LLC in Eagleville, PA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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