BRANDYWINE OAK PRIVATE WEALTH LLC

https://www.brandywineoak.com KENNETT SQUARE, PA Investment Advisor How do I update this listing?

Brandywine OAK Private Wealth is based out of Kennett Square. Brandywine OAK Private Wealth is a large advisory firm with 377 clients and discretionary assets under management (AUM) of $622,372,827 (Form ADV from 2019-03-26). Their last reported 13F filing for Q1 2019 included $479,699,000 in managed 13F securities and a top 10 holdings concentration of 48.1%. Brandywine OAK Private Wealth's largest holding is Vanguard Information Technology ETF with shares held of 174,209. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $479.699 Million
  • Prior Market Value $444.993 Million
  • New Purchases3 stocks
  • Additional Purchases109 stocks
  • Sold out of518 stocks
  • Reduced holdings in87 stocks
  • Top 10 Holdings % 48.10 %
  • Turnover % [1]:243.46%
  • Turnover Alt % [2]: 22.65 %
  • Time Held Top20:0.75 quarters
  • Time Held Top10:0.70 quarters
  • Time Held All:0.99 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 1.17%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BRANDYWINE OAK PRIVATE WEALTH LLC
500 OLD FORGE LANE SUITE 501
KENNETT SQUARE PA    19348
Country: United States

Business Phone: (484) 785-0050
Fax: (484) 785-0049
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 8
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 90,097,100
Total Number of Clients: 377
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BRANDYWINE OAK PRIVATE WEALTH LLC

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
MCGUIRE, TRACY, B MEMBER 07/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WYETH PRIVATE WEALTH, LLC MEMBER direct 2018-07-01
HENLEY, MICHAEL, J MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER 07/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WYETH PRIVATE WEALTH, LLC MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER direct 2018-07-01
BROOKS, ALISON, C MANAGING MEMBER AND CHIEF OPERATING OFFICER 07/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WYETH PRIVATE WEALTH, LLC MANAGING MEMBER AND CHIEF OPERATING OFFICER direct 2018-07-01
MACONI, STEVE, MICHAEL MEMBER 07/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WYETH PRIVATE WEALTH, LLC MEMBER direct 2018-07-01
KALSKY, BRITTANY, SARA CHIEF COMPLIANCE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WYETH PRIVATE WEALTH, LLC CHIEF COMPLIANCE OFFICER direct 2018-07-01
JACKSON, MARK, RICHARD MEMBER 07/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WYETH PRIVATE WEALTH, LLC MEMBER direct 2018-07-01

BRANDYWINE OAK PRIVATE WEALTH LLC

ownership team - last updated 2018-11-19
Name Title Start Date Direct/Indirect % Ownership
HENLEY, MICHAEL, J MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER 07/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WYETH PRIVATE WEALTH, LLC MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER direct 2018-07-01
BROOKS, ALISON, C MANAGING MEMBER AND CHIEF OPERATING OFFICER 07/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WYETH PRIVATE WEALTH, LLC MANAGING MEMBER AND CHIEF OPERATING OFFICER direct 2018-07-01
MACONI, STEVE, MICHAEL MEMBER 07/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WYETH PRIVATE WEALTH, LLC MEMBER direct 2018-07-01
MCGUIRE, TRACY, B MEMBER 07/01/2018 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WYETH PRIVATE WEALTH, LLC MEMBER direct 2018-07-01
KALSKY, BRITTANY, SARA CHIEF COMPLIANCE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WYETH PRIVATE WEALTH, LLC CHIEF COMPLIANCE OFFICER direct 2018-07-01
JACKSON, MARK, RICHARD MEMBER 07/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WYETH PRIVATE WEALTH, LLC MEMBER direct 2018-07-01

HEAT ADVISORS, LLC

ownership team - last updated 2018-06-15
Name Title Start Date Direct/Indirect % Ownership
BERNSTEIN, DANIEL, ADAM CHIEF COMPLIANCE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LUMINOUS CAPITAL PARTNERS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2007-10-01
MERIDAN WEALTH ADVISORS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2007-10-01
DMR, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2007-12-01
ROCK CEDAR, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2007-12-01
NORTHLAND CAPITAL MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2008-02-01
MALAGA INVESTMENT COMPANY, LLC CHIEF COMPLIANCE OFFICER direct 2008-04-01
ALCIPION WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER AND MANAGER direct 2015-02-01
ALCIPION WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER AND MANAGER direct 2015-08-01
ACCRULIM WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2014-09-01
ANCHORLINE WEALTH ADVISORS, LLC MANAGER / CHIEF COMPLIANCE OFFICER direct 2015-01-01
AVERLIT CAPITAL ADVISORS LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2015-05-01
TRUCLARITY WEALTH ADVISORS -FORT LAUDERDALE, LLC CHIEF COMPLIANCE OFFICER AND MANAGER direct 2015-02-01
ADSWORTH WEALTH MANAGEMENT, INC. DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2015-01-01
ADSWORTH WEALTH MANAGEMENT, INC. MANAGER/CHIEF COMPLIANCE OFFICER direct 2015-01-01
INTEGRATED INVESTMENT CONSULTANTS, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2015-04-01
ZENYATTA ADVISORS, LLC MANAGER/CHIEF COMPLIANCE OFFICER direct 2015-01-01
SEVENBRIDGE FINANCIAL GROUP, LLC CHIEF COMPLIANCE OFFICER direct 2015-07-01
BRADDOCK ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-07-01
CORA ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2015-09-01
AUTUMN ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND MANAGER direct 2015-10-01
AMALIA ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
ROBUST ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
ABIGAIL WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01
ODILIA ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-02-01
AMANDA ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-02-01
FRANK ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
ELLE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-05-01
EQUITY ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-06-01
JACKIE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-08-01
LUNA ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-08-01
LUNA ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
MIA ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01
MYRIAD ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01
SPRING ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-03-01
ADELLE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-02-01
MANDALYN ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01
LAYLA ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-08-01
BEN ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-04-01
LAUREN ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2016-07-01
ANNABELLE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-05-01
OREN ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01
ARAVA ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-10-01
ASHER ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
SABLE ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-01-01
FINN ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-04-01
HARPER ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-03-01
HILLMAN ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-04-01
ZANDER ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01
ADDISON ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01
CLEARWATER FINANCIAL SERVICES, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2004-10-01
QUANTUM FAMILY OFFICE GROUP, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2005-01-01
ICW INVESTMENT ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2005-05-01
ALLEN CAPITAL GROUP, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2005-06-01
PIVOTPOINT ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2005-10-01
GWMS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2005-10-01
TLC GROUP INVESTMENT ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2005-11-01
MIG CAPITAL MANAGEMENT, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2005-10-01
IRONMARK ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2005-10-01
ALPHA ADVISORS, INC. PRESIDENT direct 2005-12-01
K&C ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-01-01
WATERSTONE WEALTH ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-02-01
HPG, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2006-04-01
HOERNER PLANNING, LLC MANAGING MEMBER direct 2006-04-01
AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-02-01
TORREY GROWTH & INCOME ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-03-01
HODGES INVESTMENTS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2006-03-01
CARLSBAD CAPITAL MANAGEMENT, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-02-01
MET INVESTMENT ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-04-01
BLUEPOINTE CAPITAL MANAGEMENT, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-04-01
OLD MISSION INVESTMENT COMPANY, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-04-01
TWIN FOCUS CAPITAL PARTNERS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-04-01
ADVISORALLIANCE, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-05-01
COMMODORE INVESTMENT COMPANY, INC. MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-06-01
MEADOW INVESTMENTS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-06-01
ORISTANO CAPITAL LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-07-01
RISK MANAGEMENT ASSOCIATES, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-07-01
TRUEMAN ADVISORY, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-09-01
MAPLE HILL ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-10-01
TALL OAKS WEALTH MANAGEMENT, L.L.C. MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-10-01
BETZY, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-10-01
TUMBLEWEED ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-11-01
SPRING ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2006-12-01
THIRSTY HORSES GROUP, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2006-12-01
RED MAPLE, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 2007-09-01
RED MAPLE, INC. MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2007-09-01
BREITFUSS COMPANY, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2007-09-01
ELAN WEALTH MANAGEMENT, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2007-08-01
ASH WEALTH MANAGEMENT, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2007-09-01
GRAYSTOCKING ADVISORS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2007-09-01
HPM ADVISORS, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2007-08-01
XENA WEALTH MANAGEMENT, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2007-10-01
FAC WEALTH MANAGEMENT, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2007-10-01
INTERIM HOLDINGS, LLC MANAGING MEMBER 07/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
ABERNAND CAPITAL ADVISORS, LLC MANAGING MEMBER direct 2013-06-01
BRANDELL WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2013-06-01
TACTICAL ADVISOR 7, LLC MEMBER direct 2013-05-01
TACTICAL ADVISOR 8, LLC MEMBER direct 2013-05-01
TACTICAL ADVISOR 9, LLC MEMBER direct 2013-05-01
TACTICAL ADVISOR 10, LLC MEMBER direct 2013-06-01
TACTICAL ADVISOR 11, LLC MEMBER direct 2013-05-01
TACTICAL ADVISOR 12, LLC MEMBER direct 2013-05-01
TACTICAL ADVISOR 13, LLC MEMBER direct 2013-06-01
TACTICAL ADVISOR 13, LLC MEMBER direct 2013-07-01
BALLIOT CAPITAL ADVISORS, LLC MANAGING MEMBER direct 2013-06-01
ARAVELLO CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2013-09-01
LAURA ADVISORS, LLC MEMBER direct 2013-10-01
JANICE ADVISORS, LLC MEMBER direct 2013-10-01
IRENE ADVISORS, LLC MEMBER direct 2013-10-01
HEIDI ADVISORS, LLC MEMBER direct 2013-10-01
KRISTY ADVISORS, LLC MEMBER direct 2013-10-01
ARLENE ADVISORS, LLC MEMBER direct 2013-10-01
BETH ADVISORS, LLC MEMBER direct 2013-10-01
CHLOE ADVISORS, LLC MEMBER direct 2013-10-01
DORIA ADVISORS, LLC MEMBER direct 2013-10-01
EDITH ADVISORS, LLC MEMBER direct 2013-10-01
FERN ADVISORS, LLC MEMBER direct 2013-10-01
GINGER ADVISORS, LLC MEMBER direct 2013-10-01
BELLECHASE ADVISORS, LLC MANAGING MEMBER direct 2013-11-01
PORTIA ADVISORS, LLC MEMBER direct 2014-03-01
RACHEL ADVISORS, LLC MEMBER direct 2014-03-01
SANDRA ADVISORS, LLC MEMBER direct 2014-03-01
TERESE ADVISORS, LLC MEMBER direct 2014-03-01
VERNA ADVISORS, LLC MEMBER direct 2014-03-01
BETTY ADVISORS, LLC MEMBER direct 2014-03-01
CARRIE ADVISORS, LLC MEMBER direct 2014-03-01
FELICE ADVISORS, LLC MEMBER direct 2014-03-01
NONA ADVISORS, LLC MEMBER direct 2014-03-01
WALLIS ADVISORS, LLC MEMBER direct 2014-03-01
AGNES ADVISORS, LLC MEMBER direct 2014-03-01
DAWN ADVISORS, LLC MEMBER direct 2014-03-01
EDNA ADVISORS, LLC MEMBER direct 2014-03-01
MARGO ADVISORS, LLC MEMBER direct 2014-03-01
ORCHID ADVISORS, LLC MEMBER direct 2014-03-01
JANE ADVISORS, LLC MEMBER direct 2014-03-01
LUCILE ADVISORS, LLC MEMBER direct 2014-03-01
KARA ADVISORS, LLC MEMBER direct 2014-03-01
GERDA ADVISORS, LLC MEMBER direct 2014-03-01
HARRIET ADVISORS, LLC MEMBER direct 2014-03-01
POLLY ADVISORS, LLC MEMBER direct 2014-03-01
ODETTE ADVISORS, LLC MEMBER direct 2014-03-01
ILENE ADVISORS, LLC MEMBER direct 2014-03-01
NADINE ADVISORS, LLC MEMBER direct 2014-03-01
MAE ADVISORS, LLC MEMBER direct 2014-03-01
ALCIPION WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2014-09-01
ALCIPION WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2015-08-01
BERGADON CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2014-06-01
ARCHVEST WEALTH ADVISORS, INC. MANAGING MEMBER direct 2014-06-01
ALVACHITE CAPITAL ADVISORS, LLC MANAGING MEMBER direct 2014-09-01
BAVELIER WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2014-08-01
ACCRULIM WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2014-09-01
ABESTRA CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2014-09-01
ANCHORLINE WEALTH ADVISORS, LLC MANAGING MEMBER direct 2014-09-01
AVERLIT CAPITAL ADVISORS LLC MANAGING MEMBER direct 2015-05-01
TRUCLARITY WEALTH ADVISORS -FORT LAUDERDALE, LLC MANAGING MEMBER direct 2015-02-01
ADSWORTH WEALTH MANAGEMENT, INC. MANAGING MEMBER direct 2014-09-01
INTEGRATED INVESTMENT CONSULTANTS, LLC MANAGING MEMBER direct 2015-04-01
ZENYATTA ADVISORS, LLC MANAGING MEMBER direct 2014-09-01
SEVENBRIDGE FINANCIAL GROUP, LLC MANAGING MEMBER direct 2015-07-01
BRADDOCK ADVISORS, LLC MANAGING MEMBER direct 2015-07-01
CORA ADVISORS, LLC MANAGING MEMBER direct 2015-09-01
AUTUMN ADVISORS, LLC MANAGING MEMBER direct 2015-10-01
AMALIA ADVISORS, LLC MANAGING MEMBER direct 2016-03-01
ROBUST ADVISORS, LLC MANAGING MEMBER direct 2016-01-01
ABIGAIL WEALTH ADVISORS, LLC MANAGING MEMBER direct 2016-03-01
ODILIA ADVISORS, LLC MANAGING MEMBER direct 2016-02-01
AMANDA ADVISORS, LLC MANAGING MEMBER direct 2016-02-01
FRANK ADVISORS, LLC MANAGING MEMBER direct 2016-07-01
ELLE ADVISORS, LLC MANAGING MEMBER direct 2016-05-01
EQUITY ADVISORS, LLC MANAGING MEMBER direct 2016-06-01
JACKIE ADVISORS, LLC MANAGING MEMBER direct 2016-08-01
LUNA ADVISORS, LLC MANAGING MEMBER direct 2016-08-01
LUNA ADVISORS, LLC MANAGING MEMBER direct 2017-01-01
MIA ADVISORS, LLC MANAGING MEMBER direct 2016-09-01
MYRIAD ADVISORS, LLC MANAGING MEMBER direct 2016-09-01
SPRING ADVISORS, LLC MANAGING MEMBER direct 2017-03-01
ADELLE ADVISORS, LLC MANAGING MEMBER direct 2016-02-01
MANDALYN ADVISORS, LLC MANAGING MEMBER direct 2016-04-01
LAYLA ADVISORS, LLC MANAGING MEMBER direct 2016-08-01
BEN ADVISORS, LLC MANAGING MEMBER direct 2016-04-01
LAUREN ASSOCIATES, LLC MANAGING MEMBER direct 2016-07-01
ANNABELLE ADVISORS, LLC MANAGING MEMBER direct 2016-05-01
OREN ADVISORS, LLC MANAGING MEMBER direct 2016-09-01
ARAVA ADVISORS, LLC MANAGING MEMBER direct 2016-10-01
ASHER ADVISORS, LLC MANAGING MEMBER direct 2017-01-01
SABLE ADVISORS, LLC MANAGING MEMBER direct 2017-01-01
FINN ADVISORS, LLC MANAGING MEMBER direct 2017-04-01
HARPER ADVISORS, LLC MANAGING MEMBER direct 2017-03-01
HILLMAN ADVISORS, LLC MANAGING MEMBER direct 2017-04-01
ZANDER ADVISORS, LLC MANAGING MEMBER direct 2017-09-01
ADDISON ADVISORS, LLC MANAGING MEMBER direct 2017-09-01
LUMINOUS CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2008-04-01
MALAGA INVESTMENT COMPANY, LLC MEMBER direct 2008-04-01
MALAGA COVE CAPITAL, LLC MANAGING MEMBER direct 2008-04-01
YANKEE ADVISORS, LLC MANAGING MEMBER direct 2008-04-01
TEMPO FINANCIAL ADVISORS, LLC MANAGING MEMBER direct 2008-04-01
WHITE OAK WEALTH ADVISORS, LLC MANAGING MEMBER direct 2008-07-01
HOLLYWOOD WEALTH ADVISORS, LLC MANAGING MEMBER direct 2008-07-01
YELLOWSTONE WEALTH ADVISORS, LLC MANAGING MEMBER direct 2008-07-01
ENDEAVOUR ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2008-09-01
TAMPA ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2008-10-01
AGATE ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2008-10-01
INDIGO WEALTH GROUP, INC. MANAGING MEMBER direct 2008-10-01
INDIGO WEALTH GROUP, INC. SHAREHOLDER direct 2008-10-01
PROVIDENCE WEALTH ADVISORY, LLC MANAGING MEMBER direct 2008-12-01
CALIBRE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2009-01-01
ROGERS WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2009-01-01
MOUNTAINEER CAPITAL ADVISORS, LLC MANAGING MEMBER direct 2009-02-01
STILLWATER CAPITAL ADVISORS, LLC MANAGING MEMBER direct 2009-03-01
CLEARVIEW INVESTMENT PARTNERS, LLC MANAGING MEMBER direct 2009-04-01
GOLDEN ASSETS, LLC MANAGING MEMBER direct 2009-05-01
CMH WEALTH MANAGEMENT, LLC MEMBER direct 2009-04-01
THREE BRIDGE WEALTH ADVISORS, LLC MANAGING MEMBER direct 2009-06-01
LONGLEAF MANAGEMENT SERVICES, LLC MANAGING MEMBER direct 2009-06-01
ACE FINANCIAL CONCEPTS, LLC MANAGING MEMBER direct 2009-06-01
DOGWOOD CAPITAL ADVISORS, LLC MANAGING MEMBER direct 2009-07-01
UP NORTH FINANCIAL, LLC MANAGING MEMBER direct 2009-07-01
UP NORTH FINANCIAL, LLC SOLE MEMBER direct 2009-07-01
DEUCE MANAGEMENT, LLC MANAGING MEMBER direct 2009-07-01
DP WEALTH ADVISORS, LLC MANAGING MEMBER direct 2009-08-01
TGG FAMILY WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2009-08-01
CACTUS WEALTH ADVISORS, LLC MANAGING MEMBER direct 2009-09-01
WORLD TREE FINANCIAL, LLC MANAGING MEMBER direct 2009-10-01
STONE TOWER FAMILY OFFICE, LLC MANAGING MEMBER direct 2009-09-01
STONE TOWER FAMILY OFFICE, LLC MANAGER direct 2009-09-01
NIKE INVESTMENT PARTNERS, LLC MANAGING MEMBER direct 2009-10-01
BASS INVESTORS, LLC MANAGING MEMBER direct 2009-10-01
CLEAR HARBOR ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2009-11-01
GATEWAY ADVISORS, LLC MANAGING MEMBER direct 2009-11-01
AFFINITY WEALTH SERVICES, LLC MANAGING MEMBER direct 2009-12-01
BRIDGEWAY WEALTH MANAGEMENT LLC MANAGING MEMBER direct 2009-12-01
HUDSON WEALTH ADVISORS, LLC MANAGING MEMBER direct 2010-01-01
AZARIAS CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2010-03-01
MAINE ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2010-03-01
ALLSQUARE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2010-04-01
GORE MOUNTAIN ADVISORS, LLC MANAGING MEMBER direct 2010-04-01
ALBRIGHT WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2010-05-01
BRAMPTON ASSET MANAGEMENT, LLC MANAGING MEMBER direct 2010-05-01
BLUEBONNET ADVISORS, LLC MANAGING MEMBER direct 2010-06-01
ALBION WEALTH ADVISORS, INC. MANAGING MEMBER direct 2010-07-01
JUNCTURE WEALTH STRATEGIES, LLC MANAGING MEMBER direct 2010-09-01
PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC MANAGING MEMBER direct 2010-10-01
BERRY MANAGEMENT, LLC MANAGING MEMBER direct 2010-11-01
THE WATERFORD GROUP, LLC MANAGING MEMBER direct 2010-11-01
KAVAR CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2010-12-01
ROSS, ROBERT MANAGING MEMBER direct 2010-12-01
COMPASS FINANCIAL MANAGEMENT LLC MANAGING MEMBER direct 2011-01-01
ARROW WEALTH, LLC MANAGING MEMBER direct 2011-02-01
LINEGUARD INVESTMENTS, LLC MANAGING MEMBER direct 2011-03-01
ALPINE FINANCIAL ADVISORS, LLC MANAGING MEMBER direct 2011-02-01
ASHBAY WEALTH, LLC MANAGING MEMBER direct 2011-03-01
BAXTER WEALTH, LLC MANAGING MEMBER direct 2011-04-01
BATHURST WEALTH, LLC MANAGING MEMBER direct 2011-04-01
AUBORN WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-04-01
MACLENDON WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-05-01
AMSTEAD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-05-01
AVIAD WEALTH MANAGEMENT, INC. MANAGING MEMBER direct 2011-08-01
APPLEWOOD WEALTH ADVISORS, LLC MANAGING MEMBER direct 2011-08-01
ARROWLEAF WEALTH MANAGEMENT, INC. MANAGING MEMBER direct 2011-09-01
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2 TACTICAL ADVISOR, LLC MEMBER direct 2013-05-01
3 TACTICAL ADVISOR, LLC MEMBER direct 2013-05-01
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4 TACTICAL ADVISOR, LLC MEMBER direct 2013-05-01

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