Brandywine Oak Private Wealth
Financial Services • 
East Marlborough, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 500 Old Forge Ln, Suite 501, Kennett Square, Pennsylvania 19348, US |
| Phone number | +14847850050 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Planning, Retirement Planning, Investment Advisory, Estate Planning, Investment Management, Income Tax Planning, Private Banking & Lending, Service & Review |
| Founded | 2018 |
| Employees | 11-20 |
| Socials |
Key Contact at Brandywine Oak Private Wealth
Dionna Poluch
Director Of Marketing | Private Wealth Relationship Manager
Brandywine Oak Private Wealth Email Formats
Brandywine Oak Private Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@brandywineoak.com), used 86.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@brandywineoak.com | 86.7% |
{first name}{last name} | johndoe@brandywineoak.com | 13.3% |
About Brandywine Oak Private Wealth
Brandywine Oak Private Wealth is an independent wealth management firm dedicated to helping affluent families plan and manage all aspects of their finances and investments. We work with successful wealthy families who have created significant wealth through years of hard work and sacrifice. Although they have proven successful in their respective businesses, they generally lack the time, resources, or desire to dedicate to their family’s finances. These families are looking to outsource the organization of their financial lives to a trusted and capable firm that has a proven track record of professional excellence. Families turn to us, seeking a simplified approach to solving the complexities of significant wealth. Our objective is to provide peace of mind by mitigating the financial challenges that can distract families from enjoying what matters to them. Brandywine Oak Private Wealth, LLC is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Our firm has provided content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated. The opinions expressed herein are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass.
Brandywine Oak Private Wealth revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Brandywine Oak Private Wealth has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Brandywine Oak Private Wealth has never raised funding before.
Brandywine Oak Private Wealth Tech Stack
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Frequently asked questions
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