RIA Intel›Advisers›Pennsylvania›GWYNEDD WEALTH PARTNERS, LLC

GWYNEDD WEALTH PARTNERS, LLC

Advisory

PLYMOUTH MEETING, PA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in PA

#1,200

of 1,528 advisers by AUM

Average account

$243K

across 105 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients55

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

55 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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