BRANDYWINE OAK PRIVATE WEALTH LLC
CRD #297021 SEC #801-113624 KENNETT SQUARE, PA (484) 785-0050
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
13
Clients
251
Accounts
2,759
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.4B | $1.4B | $0 | 13 | 0 |
| Mar 2025 | $1.4B | $1.4B | $0 | 13 | 0 |
| Dec 2024 | $1.3B | $1.3B | $0 | 13 | 0 |
| Jul 2024 | $1.3B | $1.3B | $0 | 13 | 0 |
| Jun 2024 | $1.3B | $1.3B | $0 | 13 | 0 |
| Apr 2024 | $1.3B | $1.3B | $0 | 13 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 12 | 0 |
| Sep 2023 | $1.2B | $1.2B | $0 | 12 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 12 | 0 |
| Nov 2022 | $1.3B | $1.3B | $0 | 9 | 0 |
| Oct 2022 | $1.3B | $1.3B | $0 | 9 | 0 |
| Oct 2022 | $1.3B | $1.3B | $0 | 9 | 0 |
| Apr 2022 | $1.3B | $1.3B | $0 | 9 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 9 | 0 |
| Aug 2021 | $855.9M | $855.9M | $0 | 10 | 0 |
| Jul 2021 | $855.9M | $855.9M | $0 | 9 | 0 |
| Apr 2021 | $855.9M | $855.9M | $0 | 9 | 0 |
| Mar 2021 | $855.9M | $855.9M | $0 | 9 | 0 |
| Nov 2020 | $757.6M | $757.6M | $0 | 8 | 0 |
| Jun 2020 | $729M | $729M | $0 | 8 | 0 |
| Mar 2020 | $729M | $729M | $0 | 8 | 0 |
| Oct 2019 | $622.4M | $622.4M | $0 | 8 | 0 |
| Mar 2019 | $622.4M | $622.4M | $0 | 8 | 0 |
| Nov 2018 | $510.3M | $510.3M | $0 | 8 | 0 |
| Nov 2018 | $510.3M | $510.3M | $0 | 8 | 0 |
| Oct 2018 | $0 | $0 | $0 | 8 | 0 |
| Oct 2018 | $0 | $0 | $0 | 8 | 0 |
| Aug 2018 | $0 | $0 | $0 | 8 | 0 |
| Jul 2018 | $0 | $0 | $0 | 8 | 0 |
| Jun 2018 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateDec 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateJul 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateJun 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateApr 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients0
DateSep 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients0
DateNov 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees9
Clients0
DateApr 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateAug 2021
Total AUM$855.9M
Discretionary$855.9M
Non-Disc.$0
Employees10
Clients0
DateJul 2021
Total AUM$855.9M
Discretionary$855.9M
Non-Disc.$0
Employees9
Clients0
DateApr 2021
Total AUM$855.9M
Discretionary$855.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$855.9M
Discretionary$855.9M
Non-Disc.$0
Employees9
Clients0
DateNov 2020
Total AUM$757.6M
Discretionary$757.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$729M
Discretionary$729M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$729M
Discretionary$729M
Non-Disc.$0
Employees8
Clients0
DateOct 2019
Total AUM$622.4M
Discretionary$622.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$622.4M
Discretionary$622.4M
Non-Disc.$0
Employees8
Clients0
DateNov 2018
Total AUM$510.3M
Discretionary$510.3M
Non-Disc.$0
Employees8
Clients0
DateNov 2018
Total AUM$510.3M
Discretionary$510.3M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0