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BRANDYWINE OAK PRIVATE WEALTH LLC
CRD 297021File 801-113624
APPROVED
Retail clients
Custody
Filing as of Jul 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.57B
Above cohort median (national)
Discretionary AUM
$1.57B
Clients
507
2,836 accounts
Employees
15
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 20, 2018
- Principal office
- 500 OLD FORGE LANE, SUITE 501, KENNETT SQUARE, PA, 19348
- Phone
- (484) 785-0050
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.57B
- Discretionary AUM
- $1.57B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,836
- Non-discretionary accounts
- 0
- Total accounts
- 2,836
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 351 | $1.50B |
| Individuals (other than high net worth individuals) | 156 | $71.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 15 | increased by2 |
| Apr 1, 2026 | Clients | 473 | 507 | increased by34 |
| Apr 1, 2026 | AUM | $1,405,262,024 | $1,571,774,383 | increased by$166,512,359 |
| Apr 1, 2026 | Accounts | 2,759 | 2,836 | increased by77 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 13 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 504 | 473 | decreased by31 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,266,009,580 | $1,405,262,024 | increased by$139,252,444 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,742 | 2,759 | increased by17 |
| May 1, 2022 | Clients | 459 | 504 | increased by45 |
| May 1, 2022 | AUM | $1,202,976,252 | $1,266,009,580 | increased by$63,033,328 |
| Apr 1, 2022 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2022 | Clients | 393 | 459 | increased by66 |
| Apr 1, 2022 | AUM | $855,928,980 | $1,202,976,252 | increased by$347,047,272 |
| Apr 1, 2022 | Accounts | 2,184 | 2,742 | increased by558 |
| Sep 1, 2021 | Employees | 9 | 10 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRANDYWINE OAK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRANDYWINE OAK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.