Brandywine Oak Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 507 clients last fiscal year.
Brandywine Oak Private Wealth reports 507 clients. They include 351 high-net-worth individuals and 156 individual clients. Of its assets, 100.0% ($1.57B across 2,836 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 31% | 5% |
| High-net-worth individuals | 69% | 95% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 156 | $71.9M | 4.6% | $461K |
| High-net-worth individuals | 351 | $1.5B | 95.4% | $4.27M |
| Total | 507 | $1.57B | 100% | $3.1M |
- Clients
- 156
- Regulatory AUM
- $71.9M
- AUM share
- 4.6%
- Avg. per client
- $461K
- Clients
- 351
- Regulatory AUM
- $1.5B
- AUM share
- 95.4%
- Avg. per client
- $4.27M
Total
- Clients
- 507
- Regulatory AUM
- $1.57B
- AUM share
- 100%
- Avg. per client
- $3.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 507
Brandywine Oak Private Wealth is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Michael Henley owns 75% or more of Brandywine Oak Private Wealth. Michael Henley is CEO; the leadership team includes Chief Investment Officer Peter Kim, Chief Operating Officer Alison Dorsman and Chief Compliance Officer Brittany Kalsky. It has 15 employees, 10 of them in advisory roles.
Leadership
- Michael HenleyManaging Member and Chief Executive Officer
- Alison DorsmanManaging Member/Chief Operating Officer/Co- CEO
- Brittany KalskyChief Compliance Officer
- Peter KimChief Investment Officer
- Mark JacksonMember
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
- Alison Christie Dorsman
- Michael James Henley
- Mark Richard Jackson
- Brittany Sara Kalsky
- Peter C Kim
- Connor Joseph Knox
- Steve Michael Maconi
- Tracy Brinker McGuire
- Dionna Maria Poluch
- Lisa Lynne Quadrini
Staff
- 15 employees
- 10 in advisory functions
- 10 state-registered reps
- 2 insurance agents
- Owns 75% or more of Brandywine Oak Private Wealth LLC
Michael Henley
Control person · since July 2018
- Owns 5% to 10% of Brandywine Oak Private Wealth LLC
Alison Dorsman
Control person · since July 2018
- Owns 5% to 10% of Brandywine Oak Private Wealth LLC
Mark Jackson
Control person · since July 2018
Brandywine Oak Private Wealth’s regulatory assets grew 1.8× from $856M (July 2021) to $1.57B (July 2026); clients rose from 393 to 507 and employees from 9 to 15. In 2021, Wells Fargo Advisors (Lisa Quadrini team) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.57B | 507 | 15 | 2 |
| July 2025 | $1.41B | 473 | 13 | 2 |
| July 2024 | $1.25B | 473 | 13 | 2 |
| March 2023 | $1.18B | 511 | 12 | 2 |
| April 2022 | $1.27B | 504 | 9 | 2 |
| July 2021 | $856M | 393 | 9 | 1 |
Firms that joined
20211 joined
- Wells Fargo Advisors (Lisa Quadrini team)TeamNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Brandywine Oak Private Wealth has 1 office (1 private residence, listed without an address), with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 500 Old Forge Lane, Suite 501, Kennett SquareHQ
Contact and registration details
- Legal name
- Brandywine Oak Private Wealth LLC
- Headquarters
- 500 Old Forge Lane, Suite 501, Kennett Square, PA 19348
- Website
- brandywineoak.com
- Phone
- 484-785-0050
- @brandywine-oak-private-wealth
- SEC file
- 801-113624
- Founded
- 2018
- Structure
- Delaware LLC
- Fiscal year end
- December
Brandywine Oak Private Wealth uses Fidelity ($1.57B) as custodian for its separately managed accounts. Brandywine Oak Private Wealth has custody of $378M in client assets for 507 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.57B100%
At year end, Brandywine Oak Private Wealth’s separately managed accounts were mostly in funds (69%) and stocks (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.32B across 245 positions; the largest are Schwab Strategic TR (12.0%), Vanguard Index Fds (11.4%) and Vanguard Index Fds (9.3%).
What the accounts hold
- Stocks15%
- Funds69%
- Registered funds64%
- Pooled vehicles5%
- Bonds10%
- Cash4%
- Other2%
- Structured notes2%
Reported 13F holdings
- $1.32B
- Reported 13F value
- 245
- Positions
- 59.9%
- In the 10 largest
- +10.8%
- Value vs. prior quarter
- Schwab Strategic TR · Intl Eqty ETF12.0%
- Vanguard Index Fds · Value ETF11.4%
- Vanguard Index Fds · Growth ETF9.3%
- Vanguard Scottsdale Fds · Int-term Corp.8.9%
- Vanguard Scottsdale Fds · Inter Term Treas4.4%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF3.1%
- iShares TR · Core MSCI Eafe2.8%
- SPDR Series Trust · ST Str P500val2.6%
- Apple Inc.2.6%
- SPDR Series Trust · ST Str P500grw2.6%
Together, the ten largest are 59.9% of reported value.
How many clients does Brandywine Oak Private Wealth have?
Brandywine Oak Private Wealth has 507 clients and manages $1.57 billion for them, as of July 2026. They include 351 high-net-worth individuals and 156 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 July 2026
What services does Brandywine Oak Private Wealth offer?
Brandywine Oak Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Brandywine Oak Private Wealth use?
Brandywine Oak Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.57B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 July 2026
How many financial advisors does Brandywine Oak Private Wealth have?
Brandywine Oak Private Wealth has 10 investment adviser representatives registered with state securities authorities, out of 15 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Brandywine Oak Private Wealth invest in?
At the end of its last fiscal year, Brandywine Oak Private Wealth’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 10% state and local bonds, 5% pooled vehicles (private funds and similar), 4% cash and equivalents and 2% other. The 2% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Brandywine Oak Private Wealth?
Brandywine Oak Private Wealth’s direct owners are Michael Henley (75% or more), Alison Dorsman (5% to 10%) and Mark Jackson (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 July 2026
How does Brandywine Oak Private Wealth get paid?
Brandywine Oak Private Wealth is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Brandywine Oak Private Wealth?
Brandywine Oak Private Wealth’s main office is at 500 Old Forge Lane, Suite 501, Kennett Square, PA 19348. Its phone number is 484-785-0050. Its website is brandywineoak.com.