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ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

ROSWELL, GA · CRD 322496 · IAPD ↗ · 770-992-4444

$295.3MRegulatory AUM
2Advisory reps
4Employees
5Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2026 — ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC (ROSWELL, GA) left the SEC roster (was $295.3M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.