KENNETT SQUARE, PACRD 297021Latest ADV March 20, 2026
Brandywine Oak Private Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kennett Square, PA. Its latest Form ADV filing, dated March 20, 2026, reports $1.6B in regulatory assets under management, 15 employees, 1 office, and 2,836 accounts.
Assets Under Management
$1.6B
Employees
15
Offices
1 office
Total Clients
507
Primary office
KENNETT SQUARE, PA
500 OLD FORGE LANE, SUITE 501, KENNETT SQUARE, PA, United States
Top client segmentHNWI represent 69.2% of total clients.
Top client categories% of clientsClients
1
HNWI
69.2%
351
2
Individuals
30.8%
156
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 20, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts2,836
10Y AUM Change+$1.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee34:1
10Y Employee Change+14 (+1400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.