Odyssey Group Wealth Advisors
Odyssey Group Wealth Advisors is an SEC-registered wealth manager in Lancaster, PA with $420.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Odyssey Group Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336636, SEC 801-133758, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $420.9M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Lancaster, PA
- Employees
- 6
- Clients
- 245
- CRD
- 336636
- Ownership
- SHERMAN, AARON, DANIEL; KAVANAUGH, STEVEN, ANDREW
How much AUM does Odyssey Group Wealth Advisors have?
Odyssey Group Wealth Advisors reported $420.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Odyssey Group Wealth Advisors?
Disclosed owners and executives of Odyssey Group Wealth Advisors include SHERMAN, AARON, DANIEL, KAVANAUGH, STEVEN, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.