GWYNEDD WEALTH PARTNERS, LLC

GWYNEDD WEALTH PARTNERS, LLC of PLYMOUTH MEETING, PA is an SEC-registered investment adviser (CRD 165721). Regulatory assets under management: $25.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 165721
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165721 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search