Brandywine Oak Private Wealth LLC

Firm record

As recorded in SEC IAPD

Firm CRD

297021

SEC number

801-113624

Firm type

RIA

Assets under management

$1.6B as of Mar 20, 2026

Website

www.youtube.com/channel/UCPXWczSh9TRUcvMVe7UKBMw ↗

Phone

(484) 785-0050

Address

500 Old Forge Lane, Kennett Square, PA, 19348

Advisors at this firm

10 in our index · page 1 of 1

• Alison Christie DorsmanCRD 4906461 · Kennett Square, PA
  IA RegisteredRegistration inactive
• Michael James HenleyCRD 5768690 · Kennett Square, PA
  IA RegisteredRegistration inactive
• Mark Richard JacksonCRD 5070165 · Kennett Square, PA
  IA RegisteredRegistration inactive
• Brittany Sara KalskyCRD 6461964 · Kennett Square, PA
  IA RegisteredRegistration inactive
• Peter C KimCRD 4924502 · Kennett Square, PA
  IA Registered
• Connor Joseph KnoxCRD 7827193 · Kennett Square, PA
  IA Registered
• Steve Michael MaconiCRD 1078760 · Kennett Square, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Tracy Brinker McguireCRD 2084657 · Kennett Square, PA
  IA RegisteredRegistration inactive
• Dionna Maria PoluchCRD 7031562 · Kennett Square, PA
  IA RegisteredRegistration inactive
• Lisa Lynne QuadriniCRD 2200508 · Kiawah Island, SC
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.