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BRANDYWINE OAK PRIVATE WEALTH LLC

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

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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 StatusApproved
Firm CRD#297021
SEC#801-113624
Assets Managed by Firm$1,253,355,598
No. of Clients2679
No. of Advisors13

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 ClientsAUM
Firm Total2679$1,253,355,598
Individuals (other than high net worth individuals)176$86,932,795
High net worth individuals297$1,166,422,803

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