Wealth Manager
    Manages Private Funds

    O'donnell Wealth Management

    Registered investment advisor · Cody, Wyoming · CRD #323384

    Assets Under Management
    $123M
    Client Accounts
    354
    Employees
    6
    CRD Number
    323384
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About O'donnell Wealth Management

    O'donnell Wealth Management is a registered investment advisory firm headquartered in Cody, Wyoming, managing approximately $123M in regulatory assets across 354 client accounts. The firm's full regulatory record is filed with the SEC under CRD #323384.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for O'donnell Wealth Management

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is O'donnell Wealth Management's AUM?

    O'donnell Wealth Management reports approximately $123M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is O'donnell Wealth Management headquartered?

    O'donnell Wealth Management is headquartered in Cody, Wyoming.

    What is O'donnell Wealth Management's CRD number?

    O'donnell Wealth Management's CRD number is 323384. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does O'donnell Wealth Management manage?

    O'donnell Wealth Management manages approximately 354 client accounts according to its latest SEC filing.

    Is O'donnell Wealth Management SEC registered?

    O'donnell Wealth Management is registered as a STATE investment adviser.

    Similar advisors in Wyoming

    Hrtg Gpe, LLC
    Wilson, WY · $27.1B AUM
    Frontier Asset Management, LLC
    Sheridan, WY · $5.5B AUM
    Golden State Wealth Management, LLC
    Powell, WY · $2.2B AUM
    Flat Footed LLC
    Wilson, WY · $2.1B AUM
    Flat Rock Global
    Jackson, WY · $1.6B AUM
    Integrity Financial Corporation
    Jackson, WY · $868M AUM
    See all top RIA firms in Wyoming →

    Research firms like O'donnell Wealth Management at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial