BRANDYWINE OAK PRIVATE WEALTH LLC

500 Old Forge Lane
Suite 501
Kennett Square, Pennsylvania 19348
Tel: (484) 785-0050

About BRANDYWINE OAK PRIVATE WEALTH LLC

BRANDYWINE OAK PRIVATE WEALTH LLC, formally registered with the SEC as BRANDYWINE OAK PRIVATE WEALTH LLC. The firm was established in 07/20/2018. They have over 2 offices throughout the country.

BRANDYWINE OAK PRIVATE WEALTH LLC is a Kennett Square, Pennsylvania based Financial Planning firm with nearly $1,253,355,598 assets under management, offering retirement planning & investment advisory services to 2679 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297021
SEC#	801-113624
Assets Managed by Firm	$1,253,355,598
No. of Clients	2679
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (FINANCIAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2679	$1,253,355,598
Individuals (other than high net worth individuals)	176	$86,932,795
High net worth individuals	297	$1,166,422,803

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