Brandywine Oak Private Wealth LLC
Kennett Square, PA·SEC-registered · CRD #297021
Brandywine Oak Private Wealth LLC is an SEC-registered investment advisory firm in Kennett Square, PA managing $1.6B across 2.8k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
2.8k
Advisory staff
10
Fee model
Fee-based
How Brandywine Oak Private Wealth LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Brandywine Oak Private Wealth LLC
How much does Brandywine Oak Private Wealth LLC manage?
Per its most recent SEC Form ADV filing (03/20/2026), Brandywine Oak Private Wealth LLC reports $1.6B in regulatory assets under management across roughly 2.8k client accounts.
How does Brandywine Oak Private Wealth LLC charge?
Brandywine Oak Private Wealth LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Brandywine Oak Private Wealth LLC a fiduciary?
Yes. Brandywine Oak Private Wealth LLC is registered with the U.S. Securities and Exchange Commission (CRD #297021), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Brandywine Oak Private Wealth LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Brandywine Oak Private Wealth LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Kennett Square, PA
Profile compiled from Brandywine Oak Private Wealth LLC's public SEC Form ADV filing (CRD #297021, filed 03/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Brandywine Oak Private Wealth LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Brandywine Oak Private Wealth LLC? Claim this profile.