O'donnell Wealth Management
O'donnell Wealth Management is an SEC-registered mass-market adviser in Cody, WY with $123.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns O'donnell Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323384, SEC 801-134560, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $123.3M (2026-02-10)
- Firm type
- Mass-Market Adviser
- Location
- Cody, WY
- Employees
- 6
- Clients
- 211
- CRD
- 323384
- Ownership
- ODONNELL, STEPHANIE, BRIANNA; STEPHEN PATRICK O'DONNELL, SR. AND SUE JEAN O'DONNELL LIVING TRUST; O'DONNELL, STEPHEN, PATRICK; ODonnell, Sue Jean; O'Donnell, Sue Jean
How much AUM does O'donnell Wealth Management have?
O'donnell Wealth Management reported $123.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns O'donnell Wealth Management?
Disclosed owners and executives of O'donnell Wealth Management include ODONNELL, STEPHANIE, BRIANNA, STEPHEN PATRICK O'DONNELL, SR. AND SUE JEAN O'DONNELL LIVING TRUST, O'DONNELL, STEPHEN, PATRICK, ODonnell, Sue Jean, O'Donnell, Sue Jean. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.