The Ithaka Group, LLC
The Ithaka Group, LLC is an SEC-registered wealth manager in Arlington, VA with $572.1M assets under management (AUM, regulatory AUM), +3% over one year. See who owns The Ithaka Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146975, SEC 801-69086, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $572.1M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Arlington, VA
- Employees
- 7
- Clients
- 125
- CRD
- 146975
- Ownership
- JOHNSON, WILLIAM, LEE; COLYER, ANDREW, JOSEPH; ODYSSEUS MANAGEMENT, LLC; WTM PARTNERS, L.P.; O'GORMAN, SCOTT, ELLIS
How much AUM does The Ithaka Group, LLC have?
The Ithaka Group, LLC reported $572.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns The Ithaka Group, LLC?
Disclosed owners and executives of The Ithaka Group, LLC include JOHNSON, WILLIAM, LEE, COLYER, ANDREW, JOSEPH, ODYSSEUS MANAGEMENT, LLC, WTM PARTNERS, L.P., O'GORMAN, SCOTT, ELLIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.