| Name | Title | Ownership | Since |
|---|---|---|---|
| Alison Christie Dorsman Control | Managing Member/Chief Operating Officer/Co-Ceo | 5-10% | 2018 |
| Brittany Sara Kalsky Control | Chief Compliance Officer | Under 5% | 2018 |
| Mark Richard Jackson Control | Member | 5-10% | 2018 |
Brandywine Oak Private Wealth LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
Brandywine Oak Private Wealth LLC reports 13 employees.
Brandywine Oak Private Wealth LLC is based in Kennett Square, PA and has been SEC-registered since 2018.
Brandywine Oak Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 500 Old Forge Lane, Suite 501, Kennett Square, PA 19348 |
| Phone | (484) 785-0050 |
| Fax | (484) 785-0049 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1764694 |
| Discloses disciplinary history | No |
| Discretionary | $1.41B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.41B |