LeadIQ logo
Learn more at LeadIQ.com
Gwynedd Wealth Partners logo

Gwynedd Wealth Partners Employee Directory

Investment ManagementPennsylvania, United States2-10 Employees

Gwynedd Wealth Partners, LLC operates as a fiduciary registered investment advisor serving clients in Pennsylvania and Colorado. The firm specializes in retirement planning, 401(k) and 403(b) rollovers, and investment management, with a Certified Financial Planner credential among its qualifications. It emphasizes a proactive, hands-on approach to managing client accounts, which suggests a focus on active oversight and tailored portfolio management for individuals and retirement-focused portfolios. Based in Plymouth Meeting, Pennsylvania, the company positions itself within the investment management industry and appears to target individuals seeking structured retirement and rollover guidance through a small professional team.

Find Gwynedd Wealth Partners employees' phone numbers or email addresses

Gwynedd Wealth Partners Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Gwynedd Wealth Partners's Leadership

  • Stylized image of a person
    M. B.
    Cmo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Founder, Ceo
    Phone icon
    Mobile Phone

Gwynedd Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Gwynedd Wealth Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Founder, Ceo
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 30, 2026
  • Stylized image of a person
    M. B.
    Cmo
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Oct 22, 2024

Frequently Asked Questions

What is Gwynedd Wealth Partners known for?

Minus sign iconPlus sign iconGwynedd Wealth Partners was founded in 2012 operates in the Investment Management industry. Explore Gwynedd Wealth Partners's company overview page for more information.

What is Gwynedd Wealth Partners's most common email format?

Minus sign iconPlus sign iconGwynedd Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Gwynedd Wealth Partners email formats with LeadIQ.

How many employees does Gwynedd Wealth Partners have currently?

Minus sign iconPlus sign iconGwynedd Wealth Partners has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Gwynedd Wealth Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Gwynedd Wealth Partners's key employees include:

  • Cmo: M. B.
  • Founder, Ceo: J. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.