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ODYSSEY GROUP WEALTH ADVISORS

ODYSSEY GROUP LLC

CRD 336636 · SEC 801-133758

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22A EAST ROSEVILLE ROAD, LANCASTER, PA, 17601, United States

Phone

717-553-4722

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$420.9M

Discretionary AUM

$420.9M

Team

6 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals145$76.6M
High net worth individuals100$334.7M

States served

MD, NY, PA, TX

All web addresses on file

Official SEC filing: View on IAPD