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ODYSSEY GROUP WEALTH ADVISORS

LANCASTER, PA · CRD 336636 · IAPD ↗ · 717-553-4722

$420.9MRegulatory AUM
3Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — ODYSSEY GROUP WEALTH ADVISORS notice-filed in MD, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — ODYSSEY GROUP WEALTH ADVISORS reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
December 2025 — ODYSSEY GROUP WEALTH ADVISORS grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
July 2025 — ODYSSEY GROUP WEALTH ADVISORS (LANCASTER, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.