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GWYNEDD WEALTH PARTNERS, LLC
CRD 165721
600 W. GERMANTOWN PIKE, SUITE 400, PLYMOUTH MEETING, PA, 19462-2115, United States
Phone
610-940-1707
Fax
888-506-8756
Registration
— (—)
Source
State registered
Total AUM
$25.5M
Discretionary AUM
$25.5M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $2.7M |
| High net worth individuals | 27 | $22.8M |
All web addresses on file
Official SEC filing: View on IAPD