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).

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
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 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 12 years of experience in the finance industry.

2
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 10 years of experience in the finance industry.

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