|
⚲
|
| Brandywine Oak Private Wealth LLC
✚
| |
|---|---|
| CRD # | 297021 |
| SEC # | 801-113624 |
| CIK # | 0001764694 |
| AUM | $1.3 BB (2024-07-12) |
| Employees | 13 (69% Investors, 46% Brokers) |
| Phone | 484-785-0050 |
| Address | 500 Old Forge Lane Kennett Square, PA 19348 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 21.2 | |
| GLDM | 17.1 | ||
| MSFT | 1,918,222.4 | 12.5 | |
| BAR | 11.1 | ||
| NVDA | 399,550.0 | 9.2 | |
| LLY | 301,789.7 | 7.6 | |
| AMZN | 1,092,997.8 | 6.3 | |
| AZN | 204,313.2 | 6.3 | |
| GOOGL | 1,475,138.5 | 6.0 | |
| JPM | 340,169.2 | 5.4 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 86.9 |
| (b) Individuals (high net worth individuals) | 297 | 1,166.4 |
| (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 | 2,679 | 1,253.4 |
| By Discretionary | ||
| Discretionary | 2,679 | 1,253.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,679 | 1,253.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,253.4 | |
| Total | 2,679 | 1,253.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001764694] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Avenir Corporation
✚
|
VA | 1.3 |
|
PGIM DC Solutions LLC
✚
|
NJ | 1.3 |
|
Column Capital Advisors LLC
✚
|
IN | 1.3 |
|
KMG Fiduciary Partners LLC
✚
|
OH | 1.3 |
|
Sapient Private Wealth Management Services LLC
✚
|
OR | 1.3 |
|
Operose Advisors LLC
✚
|
WI | 1.3 |
|
Prudent Investor Advisors LLC
✚
|
CA | 1.2 |
|
KLCM Advisors Inc
✚
|
WI | 1.2 |
|
Traynor Capital Management Inc
✚
|
PA | 1.2 |
|
True Private Wealth Advisors LLC
✚
|
OR | 1.2 |