Brandywine Oak Private Wealth LLC
● SEC registered since 2018CRD 297021SEC# 801-113624Kennett Square, PA
Reg. AUM
$1.57B
Employees
15
Accounts
2,836
Location
Kennett Square, PA
Brandywine Oak Private Wealth LLC assets under management
Brandywine Oak Private Wealth LLC is an investment advisory firm registered with the SEC based in Kennett Square, PA. The firm has been registered since 2018. It reports $1.6 billion in regulatory assets under management and employs 15 people.
Brandywine Oak Private Wealth LLC owners & executives
5 reported| 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 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Brandywine Oak Private Wealth LLC manage?
Brandywine Oak Private Wealth LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Brandywine Oak Private Wealth LLC have?
Brandywine Oak Private Wealth LLC reports 15 employees.
Where is Brandywine Oak Private Wealth LLC located?
Brandywine Oak Private Wealth LLC is based in Kennett Square, PA and has been SEC-registered since 2018.
Does Brandywine Oak Private Wealth LLC disclose fund performance?
Brandywine Oak Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.57B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$1.57Bregulatory AUM
Discretionary $1.57B