Gwynedd Wealth Partners, LLC is a Fiduciary Registered Investment Advisor practicing in Pennsylvania and Colorado. We specialize in retirement planning, 401(k) and 403(b) rollovers and investment management. We are a Certified Financial Planner. We proactively manage client accounts and believe in a "hands on approach" to money management.
View Top Employees from Gwynedd Wealth Partners| Website | http://gwyneddwealthpartners.com/ |
| Revenue | $218000 |
| Employees | 2 (2 on RocketReach) |
| Founded | 2012 |
| Address | 600 W. Germantown Pke Ste 400, Plymouth Meeting, Pennsylvania 19462, US |
| Phone | (610) 940-1707 |
| Industry | Investment Management, Finance General, Finance |
| Competitors | Abernathy Financial Services, Farnsworth Financial Services, Moran-Havansek Financial Group, SFG Wealth Advisors |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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Gwynedd Wealth Partners Questions
The Gwynedd Wealth Partners annual revenue was $218000 in 2024.
2 people are employed at Gwynedd Wealth Partners.
Gwynedd Wealth Partners is based in Plymouth Meeting, Pennsylvania.
The NAICS codes for Gwynedd Wealth Partners are [5239, 523, 52, 52393].
The SIC codes for Gwynedd Wealth Partners are [628, 62].
Top Gwynedd Wealth Partners Employees
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25+
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33
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