Peter C Kim
Investment adviser representative at Brandywine Oak Private Wealth LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Brandywine Oak Private Wealth LLCJun 2022 to now
- Goldman SachsJun 2014 to May 2022
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Brandywine Oak Private Wealth LLC
$1.6BAssets managed
507Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4924502
- Firm CRD
- 297021