# BRANDYWINE OAK PRIVATE WEALTH LLC

BRANDYWINE OAK PRIVATE WEALTH LLC of KENNETT SQUARE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 297021
- Type: SEC-registered investment adviser
- SEC file number: 801-113624
- Location: 500 OLD FORGE LANE, SUITE 501, KENNETT SQUARE, PA, 19348
- Phone: (484) 785-0050
- Latest filing: 2026-07-14
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Clients: 15
- Accounts: 2,836

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Michael James Henley | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| Alison Christie Dorsman | MANAGING MEMBER/CHIEF OPERATING OFFICER/CO-CEO | — |
| Brittany Sara Kalsky | CHIEF COMPLIANCE OFFICER | — |
| Mark Richard Jackson | MEMBER | — |
| Peter C Kim | CHIEF INVESTMENT OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| KIM AGNES C | CHIEF INVESTMENT OFFICER | — |
| HENLEY MICHAEL J | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| BROOKS ALISON C | MANAGING MEMBER AND CHIEF OPERATING OFFICER | — |
| MACONI STEVE MICHAEL | MEMBER | — |
| MCGUIRE TRACY B | MEMBER | — |
| KALSKY BRITTANY SARA | CHIEF COMPLIANCE OFFICER | — |
| JACKSON MARK RICHARD | MEMBER | — |
| HENLEY MICHAEL JAMES | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| BROOKS ALISON CHRISTIE | MANAGING MEMBER AND CHIEF OPERATING OFFICER | — |
| DORSMAN ALISON CHRISTIE | MANAGING MEMBER AND CHIEF OPERATING OFFICER; MANAGING MEMBER/CHIEF OPERATING OFFICER/CO-CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297021/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297021/similar
- Related entities: https://search.stillhousedata.com/firm/297021/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297021

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.