Odyssey Group Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lancaster, PA. Its latest Form ADV filing, dated March 31, 2026, reports $421M in regulatory assets under management, 6 employees, and 760 accounts.
Assets Under Management
$421M
Employees
6
Offices
--
Total Clients
245
Primary office
LANCASTER, PA
22A EAST ROSEVILLE ROAD, LANCASTER, PA, United States
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 59.2% of total clients.
Top client categories% of clientsClients
1
Individuals
59.2%
145
2
HNWI
40.8%
100
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$421Mas of March 31, 2026
Discretionary100.0%
$421M
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$421M
Total Accounts760
10Y AUM Change+$421M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee41:1
10Y Employee Change+5 (+500.0%)
* 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.