Michael James Henley
Investment adviser representative at Brandywine Oak Private Wealth LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Brandywine Oak Private Wealth LLCJul 2018 to now
- Purshe Kaplan Sterling InvestmentsJul 2018 to Dec 2024
- Wyeth Private Wealth, LLCJul 2018 to Oct 2018
- Bank of America/merrill LynchJul 2007 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5768690
- Firm CRD
- 297021