Overview
Assets Under Management: $421 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 100
Average Client Assets: $3.3 million
Frequently Asked Questions
ODYSSEY GROUP WEALTH ADVISORS 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 #336636), ODYSSEY GROUP WEALTH ADVISORS is subject to fiduciary duty under federal law.
ODYSSEY GROUP WEALTH ADVISORS is headquartered in LANCASTER, PA.
ODYSSEY GROUP WEALTH ADVISORS serves 100 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ODYSSEY GROUP WEALTH ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
ODYSSEY GROUP WEALTH ADVISORS manages $421 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ODYSSEY GROUP WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.52%
Average Client Assets: $3.3 million
Total Client Accounts: 760
Discretionary Accounts: 760
Regulatory Filings
CRD Number: 336636
Filing ID: 2081798
Last Filing Date: 2026-03-31 16:53:10