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BRANDYWINE OAK PRIVATE WEALTH LLC

KENNETT SQUARE, PA · CRD 297021 · IAPD ↗ · (484) 785-0050

$1.57BRegulatory AUM
10Advisory reps
15Employees
0Clients
More than 500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — BRANDYWINE OAK PRIVATE WEALTH LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — BRANDYWINE OAK PRIVATE WEALTH LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.