Gwynedd Wealth Partners, LLC
Firm details
- Headquarters
- Plymouth Meeting, Pennsylvania
- CRD number
- 165721
- 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
FINTRXOverview
Gwynedd Wealth Partners, LLC is an independent registered investment adviser organized as an LLC that serves individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and also operates as an insurance broker. Its fee schedule includes percentage-of-AUM charging alongside hourly and fixed-fee arrangements. The firm is owner-operated and does not act as a capital allocator; instead it places client money into third-party vehicles and traditional investment products.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Jeffrey Biernat
Founder and CEOCRD 1390428
Contacts
1 of 1
Vivek Sharma
Senior Financial AdvisorCRD 6269307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plymouth Meeting, PA
Montgomery
Location
Plymouth Meeting, PA
Headquartered in Plymouth Meeting, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 600 W Germantown Pike
- Time zone
- ET (UTC-5)
- Office locations
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