Wealth manager, wrap-program sponsor · Cody, WY
O'donnell Wealth Management
O'domhnaill Enterprises, Inc. · SEC-registered investment adviser · CRD 323384 · SEC 801-134560
At a glance
O'donnell Wealth Management is an SEC-registered investment adviser based in Cody, Wyoming, with $123 million in regulatory assets under management as of its Form ADV filed February 10, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 208 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 7,611th of 8,915 wealth managers and 14,600th of 17,210 SEC-registered advisers by assets.
Main office 307-586-4279odonnellwm.comAs filed on Form ADV
- Regulatory AUM
- $123M
- Rank among wealth managers
- #7,611 of 8,915
- Rank among all SEC RIAs
- #14,600 of 17,210
- Rank in Wyoming
- #20 of 25
- Individual clients
- 208
- High-net-worth clients
- 95
- Accounts
- 354
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Sue Jean O'DonnellManaging Partner
- Stephen P. O'DonnellPresident, CEO, CIO
- Ryan M ODonnellCiso
- Stephen P O'DonnellCCO
Custody and brokerage
Broker-dealer
Hybrid RIA
O'donnell Wealth Management is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed February 2026) names LPL Financial, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Certain investment adviser representatives of our Firm are also associated with LPL Financial as broker-dealer registered representatives (“Dually Registered Persons”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 95 | $91M | 74% |
| Individuals | 113 | $28M | 23% |
| Corporations or other businesses | 1 | $3M | 2% |
| Charitable organizations | 2 | $1M | 1% |
Disciplinary disclosures
O'donnell Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗odonnellwm.com ↗
AtlasMembers
The full record on O'donnell Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 4,851 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does O'donnell Wealth Management manage?
O'donnell Wealth Management reports $123 million in regulatory assets under management across 354 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 10, 2026.
What kind of firm is O'donnell Wealth Management?
O'donnell Wealth Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are O'donnell Wealth Management’s clients?
By assets, its largest client types are high-net-worth individuals ($91 million, 95 clients); individuals ($28 million, 113 clients); corporations or other businesses ($3 million, 1 clients).
Does O'donnell Wealth Management have any disciplinary history?
O'donnell Wealth Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is O'donnell Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →