BRANDYWINE OAK PRIVATE WEALTH LLC

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Brandywine OAK Private Wealth is based out of Kennett Square. Brandywine OAK Private Wealth is a large advisory firm with 512 clients and discretionary assets under management (AUM) of $510,347,246 (Form ADV from 2018-11-19). Their last reported 13F filing for Q4 2018 included $444,981,000 in managed 13F securities and a top 10 holdings concentration of 42.66%. Brandywine OAK Private Wealth's largest holding is Vanguard Information Technology ETF with shares held of 157,013. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.41%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 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: 18,147,900
Total Number of Clients: 512
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 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
APERTURE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-09-01
IMPERIUM WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-10-01
ARGYLE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-11-01
BW CONSULTING, LLC MANAGING MEMBER direct 2012-01-01
BRADDISH WEALTH ADVISORS, LLC MANAGING MEMBER direct 2011-12-01
LARGA VISTA INVESTMENT GROUP, LLC MANAGING MEMBER direct 2012-02-01
ARTELM WEALTH ADVISORS, LLC MANAGING MEMBER direct 2013-08-01
BEAR WOODS WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2012-04-01
AVEMPT WEALTH MANAGEMENT LLC MANAGING MEMBER direct 2012-05-01
BALLAD INVESTMENTS, LLC MEMBER direct 2014-06-01
BELLERM WEALTH ADVISORS, LLC MANAGING MEMBER direct 2012-06-01
ALLATICE WEALTH ADVISORS, LLC MANAGING MEMBER direct 2012-07-01
BERNATHY WEALTH ADVISORS, LLC MANAGING MEMBER direct 2012-07-01
ADDERACK WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2012-08-01
APELUCHIN CAPITAL ADVISORS, LLC MANAGING MEMBER direct 2013-01-01
ALLABASTION WEALTH ADVISORS, INC. MANAGING MEMBER direct 2012-10-01
BANOVIA WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2013-04-01
ABJB, LLC MANAGING MEMBER direct 2013-05-01
1 TACTICAL ADVISOR, LLC MEMBER direct 2013-05-01
2 TACTICAL ADVISOR, LLC MEMBER direct 2013-05-01
3 TACTICAL ADVISOR, LLC MEMBER direct 2013-05-01
5 TACTICAL ADVISOR, LLC MEMBER direct 2013-05-01
TACTICAL ADVISOR 6, LLC MEMBER direct 2013-05-01
4 TACTICAL ADVISOR, LLC MEMBER direct 2013-05-01

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