{
  "crd_number": 165721,
  "slug": "gwynedd-wealth-partners-llc-plymouth-meeting-pa-165721",
  "primary_business_name": "GWYNEDD WEALTH PARTNERS, LLC",
  "legal_name": "GWYNEDD WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "Plymouth Meeting",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-12-07",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-08-31",
  "carried_forward": false,
  "raum_total": 30101000.0,
  "raum_discretionary": 30101000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2002000.0,
      "count": 18
    },
    "high_net_worth_individuals": {
      "raum": 28099000.0,
      "count": 44
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://gwyneddwealthpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165721",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "PLYMOUTH MEETING",
  "url": "https://advisorcensus.com/firm/gwynedd-wealth-partners-llc-plymouth-meeting-pa-165721",
  "display_name": "Gwynedd Wealth Partners, LLC",
  "summary": "Gwynedd Wealth Partners, LLC is a state-registered investment advisory firm in Plymouth Meeting, PA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.",
  "citation": "AdvisorCensus. Gwynedd Wealth Partners, LLC (CRD 165721): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Gwynedd Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gwynedd Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Gwynedd Wealth Partners, LLC located?",
      "a": "Gwynedd Wealth Partners, LLC's principal office is in Plymouth Meeting, PA, according to its Form ADV."
    },
    {
      "q": "Is Gwynedd Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Gwynedd Wealth Partners, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165721."
    },
    {
      "q": "How much does Gwynedd Wealth Partners, LLC manage?",
      "a": "Gwynedd Wealth Partners, LLC reports $30,101,000 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Gwynedd Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (18)."
    },
    {
      "q": "Does Gwynedd Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165721"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/gwynedd-wealth-partners-llc-plymouth-meeting-pa-165721.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 2002000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 28099000.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165721",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}