Overview
Assets Under Management: $123 million
Headquarters: CODY, WY
High-Net-Worth Clients: 95
Average Client Assets: $1.0 million
Frequently Asked Questions
O'DONNELL WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323384), O'DONNELL WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
O'DONNELL WEALTH MANAGEMENT is headquartered in CODY, WY.
O'DONNELL WEALTH MANAGEMENT serves 95 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, O'DONNELL WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
O'DONNELL WEALTH MANAGEMENT manages $123 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, O'DONNELL WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.66%
Average Client Assets: $1.0 million
Total Client Accounts: 354
Discretionary Accounts: 354
Regulatory Filings
CRD Number: 323384
Filing ID: 2049924
Last Filing Date: 2026-02-10 10:01:37