Gwynedd Wealth Partners, LLC

RIAState Registered

Total AUM

$30.1M

Discretionary

$30.1M

100% of AUM

Avg account

$217K

Accounts

139

Employees

Advisory reps

Firm details

Headquarters: Plymouth Meeting, Pennsylvania
CRD number: 165721
Website: www.gwyneddwealthpartners.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.35%
Individuals6.65%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Gwynedd Wealth Partners, LLC is an independent, individually owned advisory firm organized as an LLC and registered in Pennsylvania. The firm advises individuals and families and provides financial planning and portfolio management for individual clients and small businesses. Its fee mix includes percentage-of-AUM billing plus hourly and fixed-fee arrangements. Gwynedd Wealth Partners also operates as an insurance broker, which it appears to integrate with its financial-planning work. The firm does not identify itself as an ESG investor, is not a capital allocator, and is not a multistate adviser.