Hedge Fund Database

BRANDYWINE OAK PRIVATE WEALTH LLC

Adviser information for BRANDYWINE OAK PRIVATE WEALTH LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 6
Registered State Investment Advisers 8
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,679 $1.3B
Non-Discretionary 0 $0
Total 2,679 $1.3B

Clients

Type Number RAUM
Individuals 176 $86.9M
HNW Individuals 297 $1.2B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)FINANCIAL CONSULTING
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-113624
SEC ERA File Number 801-113624
SEC CIK Numbers 1764694
SEC CRD Numbers 297021
Legal Entity Identifier None

Principal Office

500 OLD FORGE LANE
SUITE 501
KENNETT SQUARE
PA
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: (484) 785-0050, Fax: (484) 785-0049

Websites

www.linkedin.com/company/brandywine-oak-private-wealth/ www.facebook.com/brandywineoak www.brandywineoak.com twitter.com/brandywine_oak

Chief Compliance Officer

BRITTANY KALSKY
500 OLD FORGE LANE
SUITE 501
KENNETT SQUARE
PA
United States
Tel: (484) 785-0050
Fax: (484) 785-0049
(Full email address available in API data)

Regulatory Contact

ALISON DORSMAN
MANAGING MEMBER & COO
500 OLD FORGE LANE
SUITE 501
KENNETT SQUARE
PA
United States
Tel: 484-785-0050
Fax: 484-785-0049
(Full email address available in API data)

Industry Affiliates

BRANDYWINE OAK PRIVATE TAX ADVISORY Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HENLEY, MICHAEL, JAMES Individual – MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER 07/2018 > 75%
DORSMAN, ALISON, CHRISTIE Individual – MANAGING MEMBER AND CHIEF OPERATING OFFICER 07/2018 5-10%
KALSKY, BRITTANY, SARA Individual – CHIEF COMPLIANCE OFFICER 07/2018 < 5%
JACKSON, MARK, RICHARD Individual – MEMBER 07/2018 5-10%

No. Employees, Historic

2010020192020202120222023202420258 on 10/30/20198 on 3/27/20208 on 6/25/20208 on 11/2/20209 on 3/29/20219 on 4/12/20219 on 7/13/202110 on 8/11/202110 on 8/11/202110 on 8/11/20219 on 3/25/20229 on 4/8/20229 on 10/13/20229 on 10/27/20229 on 11/8/202212 on 3/20/202312 on 9/13/202312 on 3/28/2024

RAUM, Historic

2B1B02019202020212022202320242025622372827 on 10/30/2019729015096 on 3/27/2020729015096 on 6/25/2020757588683 on 11/2/2020855928980 on 3/29/2021855928980 on 4/12/2021855928980 on 7/13/2021855928980 on 8/11/2021855928980 on 8/11/2021855928980 on 8/11/20211202976252 on 3/25/20221266009580 on 4/8/20221266009580 on 10/13/20221266009580 on 10/27/20221266009580 on 11/8/20221183628982 on 3/20/20231183628982 on 9/13/20231253355598 on 3/28/2024

No. Clients, Historic

70035002019202020212022202320242025377 on 10/30/2019633 on 3/27/2020633 on 6/25/2020404 on 11/2/2020393 on 3/29/2021393 on 4/12/2021393 on 7/13/2021393 on 8/11/2021393 on 8/11/2021393 on 8/11/2021459 on 3/25/2022504 on 4/8/2022504 on 10/13/2022504 on 10/27/2022504 on 11/8/2022511 on 3/20/2023511 on 9/13/2023473 on 3/28/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 870K 8K –
ABBVIE INC COM 2M 13K –
ADOBE INC COM 653K 1K –
ADVANCED MICRO DEVICES INC COM 707K 4K –
AIR PRODS & CHEMS INC COM 601K 2K –
ALPHABET INC CAP STK CL C 2M 12K –
ALPHABET INC CAP STK CL A 6M 33K –
ALPS ETF TR ALERIAN MLP 256K 5K –
AMAZON COM INC COM 6M 33K –
AMERICAN ELEC PWR CO INC COM 1M 14K –
AMERICAN EXPRESS CO COM 295K 1K –
AMERICAN TOWER CORP NEW COM 222K 1K –
AMGEN INC COM 1M 3K –
APPLE INC COM 21M 101K –
APPLIED MATLS INC COM 258K 1K –
ARES CAPITAL CORP COM 374K 18K –
ASML HOLDING N V N Y REGISTRY SHS 290K 284 –
ASTRAZENECA PLC SPONSORED ADR 6M 80K –
AT&T INC COM 211K 11K –
AUTOMATIC DATA PROCESSING IN COM 343K 1K –
BANK AMERICA CORP COM 395K 10K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 4M 9K –
BERKSHIRE HATHAWAY INC DEL CL A 1M 2 –
BLACKROCK INC COM 473K 601 –
BLACKROCK MUNIYIELD FD INC COM 250K 23K –
BLACKROCK TAX MUNICPAL BD TR SHS 294K 18K –
BLACKSTONE INC COM 2M 13K –
BOEING CO COM 391K 2K –
BRISTOL-MYERS SQUIBB CO COM 313K 8K –
BROADCOM INC COM 3M 2K –
CADENCE DESIGN SYSTEM INC COM 369K 1K –
CARRIER GLOBAL CORPORATION COM 232K 4K –
CATERPILLAR INC COM 220K 660 –
CHEMOURS CO COM 544K 24K –
CHEVRON CORP NEW COM 1M 8K –
CISCO SYS INC COM 591K 12K –
CME GROUP INC COM 665K 3K –
COCA COLA CO COM 2M 25K –
COINBASE GLOBAL INC COM CL A 211K 949 –
COLGATE PALMOLIVE CO COM 273K 3K –
CONOCOPHILLIPS COM 877K 8K –
CORTEVA INC COM 3M 48K –
COSTCO WHSL CORP NEW COM 1M 1K –
CSX CORP COM 446K 13K –
DANAHER CORPORATION COM 357K 1K –
DARDEN RESTAURANTS INC COM 420K 3K –
DIGITAL RLTY TR INC COM 301K 2K –
DISNEY WALT CO COM 252K 3K –
DOW INC COM 2M 44K –
DUKE ENERGY CORP NEW COM NEW 359K 4K –
DUPONT DE NEMOURS INC COM 3M 37K –
ELEVANCE HEALTH INC COM 367K 678 –
ELI LILLY & CO COM 2M 2K –
ELI LILLY & CO COM 6M 7K –
EMERSON ELEC CO COM 637K 6K –
EXCHANGE TRADED CONCEPTS TRU BITWISE CRYPTO 352K 26K –
EXPEDITORS INTL WASH INC COM 3M 21K –
EXXON MOBIL CORP COM 3M 25K –
FEDEX CORP COM 296K 987 –
FIRST TR EXCHANGE-TRADED FD WTR ETF 236K 2K –
FRANKLIN TEMPLETON ETF TR FTSE EUROPE 1M 49K –
GE AEROSPACE COM NEW 579K 4K –
GENERAL DYNAMICS CORP COM 1M 3K –
GENERAL MLS INC COM 529K 8K –
GLOBAL X FDS US INFR DEV ETF 252K 7K –
GOLDMAN SACHS GROUP INC COM 469K 1K –
GRANITESHARES GOLD TR SHS BEN INT 11M 485K –
HOME DEPOT INC COM 1M 3K –
HONEYWELL INTL INC COM 474K 2K –
ILLINOIS TOOL WKS INC COM 366K 2K –
INGEVITY CORP COM 427K 10K –
INTEL CORP COM 249K 8K –
INTERNATIONAL BUSINESS MACHS COM 974K 6K –
INTERNATIONAL FLAVORS&FRAGRA COM 450K 5K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 1M 7K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 595K 4K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 302K 8K –
INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 1M 76K –
INVESCO PA VALUE MUN INC TR COM 257K 24K –
INVESCO QQQ TR UNIT SER 1 3M 6K –
ISHARES GOLD TR ISHARES NEW 395K 9K –
ISHARES INC CORE MSCI EMKT 7M 134K –
ISHARES INC ESG AWR MSCI EM 509K 15K –
ISHARES INC MSCI EMRG CHN 228K 4K –
ISHARES INC MSCI PAC JP ETF 394K 9K –
ISHARES TR CORE S&P TTL STK 673K 6K –
ISHARES TR GLOBAL REIT ETF 15M 628K –
ISHARES TR ISHARES BIOTECH 493K 4K –
ISHARES TR CORE MSCI TOTAL 2M 29K –
ISHARES TR NATIONAL MUN ETF 9M 83K –
ISHARES TR CORE S&P SCP ETF 558K 5K –
ISHARES TR SHRT NAT MUN ETF 14M 136K –
ISHARES TR MSCI USA MIN VOL 3M 41K –
ISHARES TR CORE S&P500 ETF 2M 3K –
ISHARES TR CORE MSCI EAFE 23M 314K –
ISHARES TR ESG AWARE MSCI 404K 10K –
ISHARES TR CORE MSCI EURO 941K 17K –
ISHARES TR CORE HIGH DV ETF 4M 38K –
ISHARES TR CORE S&P MCP ETF 652K 11K –
ISHARES TR INTL DIV GRWTH 1M 17K –
ISHARES TR S&P 500 GRWT ETF 511K 6K –
ISHARES TR INTL SEL DIV ETF 812K 29K –
ISHARES TR ESG AW MSCI EAFE 2M 28K –
ISHARES TR IBONDS DEC 25 366K 14K –
ISHARES TR IBONDS DEC 548K 21K –
ISHARES TR MSCI USA QLT FCT 1M 7K –
ISHARES TR MSCI EAFE ETF 998K 13K –
ISHARES TR RUS 1000 ETF 1M 3K –
ISHARES TR CORE MSCI PAC 578K 9K –
ISHARES TR CORE DIV GRWTH 928K 16K –
ISHARES TR GLOBAL TECH ETF 1M 15K –
ISHARES TR MSCI USA MMENTM 385K 2K –
ISHARES TR MSCI EAFE MIN VL 216K 3K –
ISHARES TR S&P MC 400GR ETF 805K 9K –
J P MORGAN EXCHANGE TRADED F BETABUILDERS EUR 2M 38K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 5M 93K –
JOHNSON & JOHNSON COM 2M 13K –
JPMORGAN CHASE & CO. COM 5M 27K –
KIMBERLY-CLARK CORP COM 238K 2K –
KINDER MORGAN INC DEL COM 284K 14K –
L3HARRIS TECHNOLOGIES INC COM 219K 973 –
LIGHTWAVE LOGIC INC COM 119K 40K –
LOCKHEED MARTIN CORP COM 2M 3K –
LOWES COS INC COM 662K 3K –
LULULEMON ATHLETICA INC COM 219K 734 –
MAINSTAY MACKAY DEFINEDTERM COM 332K 20K –
MASTERCARD INCORPORATED CL A 1M 3K –
MCDONALDS CORP COM 2M 8K –
MERCK & CO INC COM 3M 27K –
META PLATFORMS INC CL A 1M 2K –
MICROCHIP TECHNOLOGY INC. COM 360K 4K –
MICROSOFT CORP COM 12M 28K –
MORGAN STANLEY COM NEW 255K 3K –
NETFLIX INC COM 533K 790 –
NEXTERA ENERGY INC COM 676K 10K –
NORFOLK SOUTHN CORP COM 214K 999 –
NVIDIA CORPORATION COM 9M 75K –
NXP SEMICONDUCTORS N V COM 202K 750 –
ORACLE CORP COM 273K 2K –
PACCAR INC COM 640K 6K –
PEPSICO INC COM 2M 11K –
PFIZER INC COM 541K 19K –
PHILLIPS 66 COM 527K 4K –
PIMCO ETF TR INTER MUN BD ACT 1M 23K –
PNC FINL SVCS GROUP INC COM 1M 7K –
POET TECHNOLOGIES INC COM NEW 183K 88K –
PROCTER AND GAMBLE CO COM 3M 19K –
PROSHARES TR S&P 500 DV ARIST 287K 3K –
PUBLIC SVC ENTERPRISE GRP IN COM 795K 11K –
QUALCOMM INC COM 267K 1K –
REGENERON PHARMACEUTICALS COM 205K 195 –
RTX CORPORATION COM 720K 7K –
SALESFORCE INC COM 482K 2K –
SCHWAB STRATEGIC TR SHT TM US TRES 35M 718K –
SCHWAB STRATEGIC TR INTL EQTY ETF 110M 3M –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 3M 106K –
SCHWAB STRATEGIC TR US LCAP GR ETF 3M 33K –
SCHWAB STRATEGIC TR US LCAP VA ETF 3M 41K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 200K 6K –
SELECT SECTOR SPDR TR SBI CONS DISCR 3M 18K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 4M 30K –
SELECT SECTOR SPDR TR SBI MATERIALS 520K 6K –
SELECT SECTOR SPDR TR FINANCIAL 3M 74K –
SELECT SECTOR SPDR TR INDL 1M 12K –
SELECT SECTOR SPDR TR TECHNOLOGY 786K 3K –
SOUTHERN CO COM 323K 4K –
SPDR GOLD TR GOLD SHS 1M 5K –
SPDR INDEX SHS FDS S&P INTL ETF 872K 25K –
SPDR S&P 500 ETF TR TR UNIT 2M 5K –
SPDR SER TR PRTFLO S&P500 VL 24M 497K –
SPDR SER TR S&P 600 SMCP VAL 20M 258K –
SPDR SER TR S&P DIVID ETF 321K 3K –
SPDR SER TR PRTFLO S&P500 GW 20M 250K –
SPDR SER TR NUVEEN BLMBRG SH 2M 50K –
STARBUCKS CORP COM 366K 5K –
STIFEL FINL CORP COM 5M 60K –
STRYKER CORPORATION COM 757K 2K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 394K 2K –
TARGET CORP COM 472K 3K –
TESLA INC COM 788K 4K –
THE CIGNA GROUP COM 301K 909 –
THERMO FISHER SCIENTIFIC INC COM 634K 1K –
UNION PAC CORP COM 2M 7K –
UNITED RENTALS INC COM 2M 3K –
UNITEDHEALTH GROUP INC COM 1M 2K –
VALVOLINE INC COM 243K 6K –
VANECK ETF TRUST INTRMDT MUNI ETF 6M 135K –
VANECK ETF TRUST HIGH YLD MUNIETF 303K 6K –
VANECK ETF TRUST SHRT HGH YLD MUN 399K 18K –
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 3M 35K –
VANGUARD INDEX FDS GROWTH ETF 84M 223K –
VANGUARD INDEX FDS SM CP VAL ETF 6M 29K –
VANGUARD INDEX FDS S&P 500 ETF SHS 488K 976 –
VANGUARD INDEX FDS TOTAL STK MKT 1M 5K –
VANGUARD INDEX FDS VALUE ETF 103M 643K –
VANGUARD INDEX FDS SML CP GRW ETF 369K 1K –
VANGUARD INDEX FDS LARGE CAP ETF 1M 5K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 29M 674K –
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 1M 17K –
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 647K 10K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 742K 7K –
VANGUARD MUN BD FDS TAX EXEMPT BD 6M 114K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 37M 473K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 43M 542K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 59M 1M –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 501K 5K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 544K 3K –
VANGUARD STAR FDS VG TL INTL STK F 2M 32K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 5M 107K –
VANGUARD WHITEHALL FDS INTL DVD ETF 646K 8K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 1M 11K –
VANGUARD WORLD FD INDUSTRIAL ETF 2M 10K –
VANGUARD WORLD FD INF TECH ETF 16M 27K –
VANGUARD WORLD FD COMM SRVC ETF 2M 11K –
VANGUARD WORLD FD MATERIALS ETF 328K 2K –
VANGUARD WORLD FD HEALTH CAR ETF 783K 3K –
VANGUARD WORLD FD CONSUM STP ETF 407K 2K –
VANGUARD WORLD FD CONSUM DIS ETF 372K 1K –
VANGUARD WORLD FD FINANCIALS ETF 633K 6K –
VANGUARD WORLD FD ESG US STK ETF 4M 46K –
VERIZON COMMUNICATIONS INC COM 491K 12K –
VISA INC COM CL A 697K 3K –
WALMART INC COM 965K 14K –
WEC ENERGY GROUP INC COM 301K 4K –
WISDOMTREE TR EMER MKT HIGH FD 764K 18K –
WORLD GOLD TR SPDR GLD MINIS 17M 371K –
ZOETIS INC CL A 323K 2K –