BRANDYWINE OAK PRIVATE WEALTH LLC
C24
CRD 297021·SEC 801-113624·KENNETT SQUARE, PA
AUM
$1.57B
$1B+
Est. Revenue
$15.7M
@ 1% on AUM
Est. EBITDA
$4.7M
@ 30% margin
Est. Deal Value
$37.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $622.4M
'21 · $757.6M
'22 · $855.9M
'23 · $1.27B
'25 · $1.41B
'26 · $1.57B
'20'26
$622.4M → $1.57B▲ +153%
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 8 advisors
'23 · 6 advisors
'25 · 9 advisors
'26 · 10 advisors
'20'26
6 advisors → 10 advisors▲ +67%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
500 OLD FORGE LANESUITE 501KENNETT SQUARE, PA 19348
Business
500 OLD FORGE LANESUITE 501KENNETT SQUARE, PA 19348
Edgar Recent Filings
13F-HR2026-04-20 · 0002085853-26-000416
13F-HR2026-02-03 · 0002085853-26-000186