O'Donnell Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Cody, WY. Its latest Form ADV filing, dated February 10, 2026, reports $123M in regulatory assets under management, 6 employees, and 354 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.6% of total clients.
Top client categories% of clientsClients
1
Individuals
53.6%
113
2
HNWI
45.0%
95
3
Charitable
0.9%
2
4
Corporations
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of February 10, 2026
Discretionary100.0%
$123M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$123M
Total Accounts354
10Y AUM Change+$123M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee35:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.