Gwynedd Wealth Partners Revenue

Investment Management • Plymouth Meeting, Pennsylvania, United States • 1-10 Employees

Gwynedd Wealth Partners revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Gwynedd Wealth Partners

Jeffrey Biernat

Founder, CEO

Company overview

Headquarters	600 W. Germantown Pke, Ste 400, Plymouth Meeting, PA 19462, US
Phone number	+16109401707
Website	gwyneddwealthpartners.com
NAICS	5231
Keywords	Retirement Planning, Investment Management, Certified Financial Planner, Rollovers, Fiduciary Advisor, Proactive Money Management
Founded	2012
Employees	1-10
Socials

About Gwynedd Wealth Partners

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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Gwynedd Wealth Partners has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Gwynedd Wealth Partners has never raised funding before.

Gwynedd Wealth Partners Tech Stack

Discover the technologies and tools that power Gwynedd Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

GoDaddy

Hosting

Cloudflare Bot Management

Security

HSTS

Security

Frequently asked questions

Gwynedd Wealth Partners is located in Plymouth Meeting, Pennsylvania, US.

You can reach Gwynedd Wealth Partners at +16109401707.

Gwynedd Wealth Partners generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Gwynedd Wealth Partners has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Gwynedd Wealth Partners was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Gwynedd Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Gwynedd Wealth Partners

Jeffrey Biernat

Founder, CEO

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