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Brandywine OAK Private Wealth LLC

Brandywine OAK Private Wealth LLC. CRD 297021

Brandywine OAK Private Wealth LLC logo

CRD: 297021

Brandywine OAK Private Wealth LLC

Kennett Square, PA, 19348
4847850050
brandywineoak.com
$1.6B Total AUM
$1.6B Disc. AUM
6.7% 3Y CAGR
15 Employees
507 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
Eagle
Established Date
07-20-2018
Office Locations
2

Office Locations

500 OLD Forge Lane Suite 501 Kennett Square PA
-- Kiawah Island SC

About Brandywine OAK Private Wealth LLC

Brandywine Oak Private Wealth is an independent fiduciary advisory firm based in Kennett Square, PA, serving clients across PA/NJ/DE and the broader East Coast. The team delivers holistic planning and investment guidance for professionals and retirees navigating retirement, stock options/RSUs and liquidity events, lifetime tax strategy, estate and insurance planning, and multigenerational wealth—pairing tax and financial advisory teams to reduce tax friction and improve clarity.

Team overview

52 AVG AGE
$157.2M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
6.1 yrs AVG TENURE
15 Employees
10 Advisory Reps
10 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Bridge glacier Unison eagle Ridge Fusion Radial Focus

Client Personas

Catalyst vital

Custodian

Foundation horizon Quantum beacon Element Momentum momentum Capital quantum Eagle vector Eagle timber Vector vital Ember fusion Delta Vector prime

Fund Managers

Wave Pioneer atlas

Investment Themes

Meridian pioneer Crest Horizon vector Delta frontier

Investment Vehicles

Crest

Platform

Pioneer

Services

Atlas Radial value Peak insight Delta beacon Catalyst horizon Meridian matrix Peak Pioneer Insight fusion Unison pioneer Value Summit Value north Meridian

Technology

Fusion

Owner & Executives

MICHAEL JAMES HENLEY

MICHAEL JAMES HENLEY

Chief Executive Officer, Managing Member, Private Wealth Advisor

CRD
#5768690
Ownership
75% or more
(393) 614-9205
momentum.crest@momentumcapital.com
in linkedin.com/in/radial-fusion
A

ALISON CHRISTIE Dorsman

CHIEF OPERATING OFFICER, CO-CEO, Managing Member

CRD
#4906461
Ownership
5% but less than 10%
(479) 909-3091
focus.matrix@matrixcapital.com
in linkedin.com/in/glacier-delta
E

Element prime

Timber foundation

CRD
#62217
Ownership
40.1%
(695) 823-1151
foundation.meridian@atlascapital.com
in linkedin.com/in/matrix-catalyst

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Contacts

Connor Joseph Knox

Connor Joseph Knox

Private Wealth Relationship Manager

CRD
#7827193
(296) 881-4288
signal.delta@fusioncapital.com
in linkedin.com/in/vector-zenith
STEVE MICHAEL MACONI

STEVE MICHAEL MACONI

Wealth Advisor

CRD
#1078760
(357) 523-9069
timber.horizon@beaconcapital.com
in linkedin.com/in/harbor-oak
V

Vector matrix

Legacy insight vertex

CRD
#32630
(358) 683-1250
zenith.zenith@fusioncapital.com
in linkedin.com/in/glacier-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-08-2022
09-13-2023
12-06-2024
07-22-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $1,571,774,383 $554,222
Non-Discretionary $0 --
Total $1,571,774,383 $554,222

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Separately Managed Accounts

Total SMA Asset: $1,571,774,383

$1.6B Total SMA
Public Funds:
14.1%
Equity - Exchange:
9.2%
Municipal Bonds:
14.9%
Private Funds:
24.3%
Cash:
17.3%
Other:
20.2%
Asset class Assets Assets %
Public Funds $106,917,334 14.1%
Equity - Exchange $69,761,665 9.2%
Municipal Bonds $112,983,565 14.9%
Private Funds $184,261,788 24.3%
Cash $131,182,261 17.3%
Other $153,172,350 20.2%
Total $758,278,963 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
MERIDIAN FOCUS ATLAS PATHWAY SWTW0H3XY PMN 7.56% $25,369,719
DELTA BRIDGE EMBER VITAL ELEMENT BQIL722E9 CWUQP 2.22% $44,578,107
ZENITH HARBOR EMBER NORTH KGEYJMJAS SICK 11.62% $100,949,920
LEGACY ELEMENT NORTH MATRIX Q0RR6KZ4N FGS 0.95% $66,321,268
EMBER ELEMENT TIMBER PEAK A3STXQELC AWQZW 5.65% $115,486,578
ZENITH PATHWAY NORTH HARBOR O09ND4VEL MSUUH 7.57% $5,061,963
ATLAS ELEMENT DELTA ATLAS YGU165QKI CEW 12.41% $31,958,902
EAGLE FOUNDATION PEAK NORTH 33LQ7FXPZ NAOCQ 2.47% $29,976,996

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