Brandywine Oak Private Wealth Review


Trust Score 83%
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Last updated: June 11th, 2019. Data source: SEC filings.

Brandywine Oak Private Wealth, federally registered in 2018, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 6 advisors. Brandywine Oak Private Wealth manages $622.4 million and provides investment advisory services for 377 clients (1:63 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $1,650,856
Hybrid Advisor No
Disciplinary History No
Total AUM $622.4 million
Advisor / Client Ratio 1:63
Headquarters Kennett Square, PA
SEC Filings Forms and Brochures    (CRD # 297021)
State(s) Registered CA, CT, DE, FL, LA, MD, MA, NJ, NY, NC, PA, TN, TX, VA


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