CRD: 165721
Gwynedd Wealth Partners, LLC
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- Custodian
- BNY Mellon · Folio Investments · Goldman Sachs · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-07-2012
- Office Locations
- 2
Office Locations
About Gwynedd Wealth Partners, LLC
Gwynedd Wealth Partners is an independent, fiduciary RIA in the Philadelphia area serving clients nationwide, specializing in retirement planning and 401(k)/403(b) rollovers. Led by a Certified Financial Planner with 30+ years of investment industry experience, the firm provides proactive investment management and financial action plans tailored to retirement goals, and supports executives and business owners with insurance and compensation planning. Portfolios are implemented primarily with ETFs.
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JEFFREY ERVIN BIERNAT
Chief Executive Officer
- CRD
- #1390428
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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VIVEK SHARMA
Investment Advisor
- CRD
- #6269307
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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