firm profile
O'Donnell Wealth Management
Overview
O'Donnell Wealth Management is an SEC registered investment adviser based in Cody, WY, registered since 2022. It reports $123M in assets under management across 354 accounts, with 6 employees. It has 4 investment adviser representatives.
- Reported AUM
- $123M
- Discretionary
- 100%
- Accounts
- 354
- Average account
- $348K
- Employees
- 6
- Advisory reps
- 4
- Registered since
- 2022
- Jurisdictions
- 10
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Stephen Patrick O'Donnell Sr President, Chief Executive Officer, Chief Investment Officer CRD 3184790
- Sue Jean O'Donnell Managing Partner CRD 6600528
- Stephen P O'Donnell Jr Chief Compliance Officer CRD 5789809
1 more executive officer, with direct contact details
Advisory reps 3 of 4
- John Peter Dodenhoff Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4576361
- Ryan M Odonnell Registered Rep · Investment Adviser Rep CRD 7486624
- Stephen Patrick O Donnell Sr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3184790
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 627 Yellowstone Ave
Cody, WY 82414 - County
- Park
- Region
- West
Registrations
- SEC registered
- Registered in 10 jurisdictions
- Website: odonnellwm.com
Every state, with registration dates
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