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| Brandywine Oak Private Wealth LLC
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|---|---|
| CRD # | 297021 |
| SEC # | 801-113624 |
| CIK # | 0001764694 |
| AUM | 1,571.8 M (2026-03-20) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 484-785-0050 |
| Address | 500 Old Forge Lane Kennett Square, PA 19348 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 34.4 | |
| World Currency Gold Trust | 18.9 | |
| Graniteshares Gold Trust | 17.9 | |
| Nvidia Corp | 14.8 | |
| Alphabet Inc | 11.6 | |
| Microsoft Corp | 9.8 | |
| J P Morgan Chase & Co | 9.0 | |
| Broadcom Inc | 7.8 | |
| Amazon Com Inc | 7.7 | |
| Lilly Eli & Co | 7.7 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 71.9 |
| (b) Individuals (high net worth individuals) | 351 | 1,499.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,836 | 1,571.8 |
| By Discretionary | ||
| Discretionary | 2,836 | 1,571.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,836 | 1,571.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,571.8 | |
| Total | 2,836 | 1,571.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001764694] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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