Brandywine Oak Private Wealth Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 507
- Avg AUM / client
- $3.1M
- Accounts
- 2,836
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 156 | $71.9M | 4.57% |
| High net worth individuals | 351 | $1.5B | 95.4% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alison Christie Dorsman | Managing Member/Chief Operating Officer/Co Ceo | CFP | Jul 2018 (8y) | 5% – 10% |
| Brittany Sara Kalsky | Chief Compliance Officer | CFP | Jul 2018 (8y) | Less than 5% |
| Mark Richard Jackson | Member | CFP | Jul 2018 (8y) | 5% – 10% |
| Michael James Henley | Managing Member And Chief Executive Officer | CFP | Jul 2018 (8y) | 75% or more |
| Peter C Kim | Chief Investment Officer | CFA | Jun 2022 (4y) | Less than 5% |
| Steve Michael Maconi | Registered representative | Jul 2018 (8y) | ||
| Tracy Brinker Mcguire | Registered representative | CFP | Jul 2018 (8y) | |
| Lisa Lynne Quadrini | Registered representative | CFP | Apr 2021 (5y) | |
| Dionna Maria Poluch | Registered representative | CFP | Mar 2024 (2y) | |
| Connor Joseph Knox | Registered representative | CFP | Mar 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 976 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $1.6B (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗