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| Happy Holidays!! thanks for using AUM13F!! |
| Brandywine Oak Private Wealth LLC
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| CRD # | 297021 |
| SEC # | 801-113624 |
| CIK # | 0001764694 |
| AUM | $1.4 B (2025-07-22) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 484-785-0050 |
| Address | 500 Old Forge Lane Kennett Square, PA 19348 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001764694 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.9 | ||
| World Currency Gold Trust | 18.1 | ||
| Graniteshares Gold Trust | 14.4 | ||
| Microsoft Corp | 13.0 | ||
| Nvidia Corp | 11.9 | ||
| Amazon Com Inc | 7.2 | ||
| J P Morgan Chase & Co | 6.9 | ||
| Stifel Financial Corp | 6.1 | ||
| Alphabet Inc | 5.8 | ||
| Lilly Eli & Co | 5.8 | ||
| Broadcom Inc | 5.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 75.3 |
| (b) Individuals (high net worth individuals) | 332 | 1,330.0 |
| (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 | 2,759 | 1,405.3 |
| By Discretionary | ||
| Discretionary | 2,759 | 1,405.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,759 | 1,405.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,405.3 | |
| Total | 2,759 | 1,405.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001764694] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GF International Investment Management Limited
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1.4 | |
|
Nevastar Finance Ltd
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1.4 | |
|
Stephens Group Asset Management LLC
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AR | 1.4 |
|
HHM Wealth Advisors LLC
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TN | 1.4 |
|
Petredis Investment Advisors LLC
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PA | 1.4 |
|
MT Asset Management LLC
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NJ | 1.4 |
|
LRI Investments LLC
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|
FL | 1.4 |
|
Bouchey Financial Group Ltd
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|
NY | 1.4 |
|
Maren Capital LLC
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|
IL | 1.4 |
|
Fiduciary Wealth Partners LLC
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|
MA | 1.4 |