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O'DONNELL WEALTH MANAGEMENT

CODY, WY · CRD 323384 · IAPD ↗ · odonnellwm.com · 307-586-4279

$123.3MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
March 2026 — O'DONNELL WEALTH MANAGEMENT notice-filed in LA, NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2026 — O'DONNELL WEALTH MANAGEMENT (CODY, WY) is newly SEC-registered with $106.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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