Bryn Mawr Wealth Management LLC

Bryn Mawr Wealth Management, LLC is a Pennsylvania state-registered investment adviser that provides portfolio management, non‑discretionary investment consulting, and defined contribution plan services primarily to individual clients and, as needed, to trusts, estates and business entities. As of December 31, 2024 the firm managed approximately $10.6 million across a small client base of 12 relationships.

The firm structures advice around individualized investment policy statements and a set of model-driven asset allocations covering profiles from aggressive growth to low‑risk, AAA‑focused fixed income, with tax-aware options such as municipal bonds. Investment implementation relies on proprietary composite-based models that are monitored regularly for rebalancing, and the firm reports that client assets are managed primarily on a discretionary basis.

Distinctive features include the very small number of client relationships relative to its assets under management, which results in a relatively large average account size per client, and the advisor’s separate, non‑investment personal/business coaching activity provided through Nested Solutions LLC (not solicited to firm clients and reported to consume about 20% of the advisor’s time). The brochure also discloses limited custody (fee deduction only), a practice of recommending a single custodian for execution and reporting, and that the firm does not vote client proxies.