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THE O'DONNELL GROUP
CHICO WEALTH RIA, INC.
CRD 162562 · SEC 801-107763
555 MAIN STREET, SUITE 400, CHICO, CA, 95928, United States
Phone
530-564-0960
Fax
530-564-1034
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$492.0M
Discretionary AUM
$492.0M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 100 | $412.3M |
| Banking/thrift institutions | 112 | $54.4M |
| Pension/profit sharing plans | 46 | $24.5M |
| Charitable organizations | 8 | $806K |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD