# GWYNEDD WEALTH PARTNERS, LLC

GWYNEDD WEALTH PARTNERS, LLC of PLYMOUTH MEETING, PA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 165721
- Type: SEC-registered investment adviser
- Location: 600 W. GERMANTOWN PIKE, PLYMOUTH MEETING, PA, 19462-2115
- Phone: 610-940-1707
- Latest filing: 2026-03-09
- Regulatory AUM: $25.5M
- Discretionary AUM: $25.5M
- Clients: 2
- Accounts: 105

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165721/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165721/similar
- Related entities: https://search.stillhousedata.com/firm/165721/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165721

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.