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O'DONNELL WEALTH MANAGEMENT
O'DOMHNAILL ENTERPRISES, INC.
CRD 323384 · SEC 801-134560
627 YELLOWSTONE AVENUE, CODY, WY, 82414, United States
Phone
307-586-4279
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.3M
Discretionary AUM
$123.3M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $28.1M |
| High net worth individuals | 95 | $90.8M |
| Charitable organizations | 2 | $1.4M |
| Corporations/business entities | 1 | $3.0M |
States served
CA, CO, LA, MI, MT, NE, NY, WY, TX, NH
All web addresses on file
Official SEC filing: View on IAPD