Michael J. Henley
BRANDYWINE OAK PRIVATE WEALTH LLC | CEO, Founder, Private Wealth Advisor
Kennett Square, PA 19348
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CRD#: 5768690
Professional summary
Michael James Henley, CFP®, CPWA®, who also goes by Michael J Henley, Michael Henley, is a registered financial advisor currently at BRANDYWINE OAK PRIVATE WEALTH LLC located in Kennett Square, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 3 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
Biography
As the Founder and CEO of Brandywine Oak Private Wealth, Michael brings more than a decade of experience in providing financial advice and guidance to highly successful wealthy families. He works closely with affluent individuals and families, helping them streamline the complexities of significant wealth. He holds the Certified Financial Planner® certification, the Certified Private Wealth Advisor® (CPWA®) designation, the Chartered Retirement Planning Counselor (CRPC®) designation, and the Retirement Management Advisor® (RMA®) designation.
Brandywine Oak Private Wealth is a registered independent advisory firm in Kennett Square, PA, dedicated to helping wealthy families plan and manage all aspects of their finances and investments. Brandywine Oak's objective is to provide peace of mind by mitigating or eliminating the financial challenges that can distract families from enjoying what matters most to them. Paramount in Brandywine Oak's disciplined process is focusing on controlling the controllable: fees, taxes, and risk.
Question & Answer
What are your service offerings?
Trust & estate planning
Loans/credit services
Insurance
Financial planning
Trading individual securities
Philanthropic services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes
Aliases
Michael J Henley | Michael Henley
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Brandywine Oak Private Wealth. Investment Related. 500 Old Forge Lane, Suite 501, Kennett Square PA 19348. RIA. Advisor. 07/2018. 160 hrs/mo. 7 during trading hours. Provide financial planning and investment advice to individuals and families. 2. Fixed Annuity Business. Investment Related. 500 Old Forge Lane Suite 501, Kennett Square, PA 19348. Fixed Annuity Business. Agent. 07/27/2018. 160 hours per month. 7 during trading hours. Providing financial planning and investment advice to families and individuals. 3. Brandywine Oak Private Tax Advisory. Not investment related. 500 Old Forge Lane Suite 501, Kennett Square, PA 19348. Owner / CEO; start date: August 2021; Approximate number of hours devoted to this business: Less than 10 hours per month; zero hours during securities trading hours; I provide general operational support, introduction of tax practice to clients, continued collaboration with tax professionals. 4. Michael J. Henley serves as a trust protector for certain trust relationships, some of which are clients of BOPW. In this capacity Mr. Henley oversees the appointed trustees' actions while preserving the best interest of the trust beneficiaries. Mr. Henley cannot appoint himself as trustee and has no ability to access client funds or securities. Mr. Henley is compensated for the role of trust protector and spends a non-material amount of time in this capacity. Mr. Henley is a fiduciary and will always act in the best interest of our clients. 5. Board Member for the United Way of Southern Chester County. 6. Abdominal Cancers Alliance - Board Member; Not Investment Related; 10 E Lee St. #1901 Baltimore MD 21202; Description: Abdominal Cancers Alliance is an initiative of Partners for Cancer Care and Prevention, a 501(c)(3) nonprofit organization; Start date: 2025-08-11; 0 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business; Contact person: Bo Platz / Dr. Armando Sardi; Website address: https://www.abdominalcancers.org/.
CRS (Client Relationship Summary) - RIA
Click below to view Michael James Henley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
CPWA®
Start date: 2014-04-23
Expire date: 2024-03-31
Experience
Current
July 27, 2018 - Present
BRANDYWINE OAK PRIVATE WEALTH LLC
Office #1: 500 Old Forge Lane Suite 501, Kennett Square, PA 19348RIA
CRD#: 297021
Kennett Square, PA
Past
July 27, 2018 - December 23, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Kennett Square, PA
Past
June 7, 2010 - July 31, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WILMINGTON, DE
Past
May 14, 2010 - July 31, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WILMINGTON, DE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BO
BRANDYWINE OAK PRIVATE WEALTH LLC
BRANDYWINE OAK PRIVATE WEALTH LLC | WYETH PRIVATE WEALTH, LLC | HEAT ADVISORS, LLC
CRD#: 297021 / SEC#: 801-113624
RIA
Registered Investment Advisory firm - (7/20/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(7/27/2018)
IAR
Texas(7/27/2018)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
BO
BRANDYWINE OAK PRIVATE WEALTH LLC
BRANDYWINE OAK PRIVATE WEALTH LLC | WYETH PRIVATE WEALTH, LLC | HEAT ADVISORS, LLC
CRD#: 297021 / SEC#: 801-113624
RIA
Registered Investment Advisory firm - (7/20/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 Old Forge Lane Suite 501, Kennett Square, PA 19348
Mailing Address
Phone number
(484) 785-0050
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,759 |
| AUM (Assets Under Management) | $ 1,405,262,024 |
Red Flags
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Company Information
BRANDYWINE OAK PRIVATE WEALTH LLC
CEO, Founder, Private Wealth AdvisorCRD#: 297021Kennett Square, PA 19348TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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