Brandywine Oak Private Wealth LLC
Legal Name: BRANDYWINE OAK PRIVATE WEALTH LLC
Full Contact Details
Brandywine Oak Private Wealth LLC
500 OLD FORGE LANE, SUITE 501, KENNETT SQUARE, PA
(484) 785-0050
(484) 785-0049
Other Info
Brandywine Oak Private Wealth LLC, a Delaware-based Limited Liability Company, operates with 8 employees, 6 of whom are involved in advisory roles. Whilst there is no public knowledge of the number of clients they serve, their SEC status is approved and their registration dates back to July 2018.
Brandywine Oak Private Wealth
Skip to content × About Our Firm Our Team Our Approach Who We Serve Our Services News Tax Advisory Services Our Tax Advisory Team Contact Client Login Linkedin Linkedin BrokerCheck Helping Families NavigateSignificant Wealth A focus on the intersection between what matters and what we can contr…
Direct Owners
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ALISON C BROOKS
MANAGING MEMBER AND CHIEF OPERATING OFFICER owns more than 5% but less than 10%
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BRITTANY SARA KALSKY
CHIEF COMPLIANCE OFFICER owns less than 5%
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MARK RICHARD JACKSON
MEMBER owns more than 5% but less than 10%
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MICHAEL J HENLEY
MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
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STEVE MICHAEL MACONI
MEMBER owns more than 25% but less than 50%
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TRACY B MCGUIRE
MEMBER owns more than 10% but less than 25%