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BRANDYWINE OAK PRIVATE WEALTH LLC

CRD 297021 · SEC 801-113624

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500 OLD FORGE LANE, SUITE 501, KENNETT SQUARE, PA, 19348, United States

Phone

(484) 785-0050

Fax

(484) 785-0049

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.57B

Discretionary AUM

$1.57B

Team

15 total employees; 10 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersFINANCIAL CONSULTING

Client types

TypeClientsAUM
Individuals156$71.9M
High net worth individuals351$1.50B

States served

CA, CO, DE, LA, MD, MA, NJ, NY, NC, OH, PA, SC, TN, VA, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD