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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 22, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KALSKY, BRITTANY, SARA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIM, PETER, C | I | CHIEF INVESTMENT OFFICER | NA | |
| KIM, PETER, C | I | CHIEF INVESTMENT OFFICER | NA | |
| KIM, PETER, C | I | CHIEF INVESTMENT OFFICER | NA | |
| KIM, PETER, C | I | CHIEF INVESTMENT OFFICER | NA | |
| KIM, PETER, C | I | CHIEF INVESTMENT OFFICER | NA | |
| HENLEY, MICHAEL, JAMES | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | E | Control |
| HENLEY, MICHAEL, JAMES | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | E | Control |
| HENLEY, MICHAEL, JAMES | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | E | Control |
| HENLEY, MICHAEL, JAMES | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | E | Control |
| HENLEY, MICHAEL, JAMES | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | E | Control |
| HENLEY, MICHAEL, JAMES | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | E | Control |
| HENLEY, MICHAEL, JAMES | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | E | Control |
| HENLEY, MICHAEL, JAMES | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | E | Control |
| HENLEY, MICHAEL, JAMES | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | E | Control |
| HENLEY, MICHAEL, JAMES | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| HENLEY, MICHAEL, JAMES | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| HENLEY, MICHAEL, JAMES | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | D | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| HENLEY, MICHAEL, J | I | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| MACONI, STEVE, MICHAEL | I | MEMBER | C | Control |
| BROOKS, ALISON, CHRISTIE | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| BROOKS, ALISON, CHRISTIE | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| MCGUIRE, TRACY, B | I | MEMBER | B | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, C | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, CHRISTIE | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| BROOKS, ALISON, CHRISTIE | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| DORSMAN, ALISON, CHRISTIE | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| DORSMAN, ALISON, CHRISTIE | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| DORSMAN, ALISON, CHRISTIE | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| DORSMAN, ALISON, CHRISTIE | I | MANAGING MEMBER AND CHIEF OPERATING OFFICER | A | Control |
| Dorsman, ALISON, CHRISTIE | I | MANAGING MEMBER/CHIEF OPERATING OFFICER/CO-CEO | A | Control |
| Dorsman, ALISON, CHRISTIE | I | MANAGING MEMBER/CHIEF OPERATING OFFICER/CO-CEO | A | Control |
| Dorsman, ALISON, CHRISTIE | I | MANAGING MEMBER/CHIEF OPERATING OFFICER/CO-CEO | A | Control |
| Dorsman, ALISON, CHRISTIE | I | MANAGING MEMBER/CHIEF OPERATING OFFICER/CO-CEO | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
| JACKSON, MARK, RICHARD | I | MEMBER | A | Control |
Registrations
Federal
IA
Jul 22, 2025 REGISTERED
Notice Filings (19)
CA CO CT DE FL LA MA MD NC NH NJ NY OH PA SC TN TX VA WA
Address
500 OLD FORGE LANESUITE 501
KENNETT SQUARE, PA 19348
United States
Phone: (484) 785-0050