# O'Donnell Wealth Management

> O'Donnell Wealth Management is an SEC-registered investment advisory firm in Cody, WY, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 323384
- Filed as: O'DONNELL WEALTH MANAGEMENT
- Legal name: O'Domhnaill Enterprises, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cody, WY
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323384
- AdvisorCensus page: https://advisorcensus.com/firm/o-donnell-wealth-management-cody-wy-323384

## Quick answers

**How is O'Donnell Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), O'Donnell Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is O'Donnell Wealth Management located?**
O'Donnell Wealth Management's principal office is in Cody, WY, according to its Form ADV.

**Is O'Donnell Wealth Management registered with the SEC or a state?**
O'Donnell Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 323384.

**How much does O'Donnell Wealth Management manage?**
O'Donnell Wealth Management reports $123,253,013 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**How have O'Donnell Wealth Management's assets and staff changed since 2023?**
In the Form ADV data for O'Donnell Wealth Management: Regulatory assets under management: $55,201,580 in the October 2023 data and $123,253,013 in the October 2026 data, up 123%. Total employees: 6 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does O'Donnell Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (95); charitable organizations (2).

**Which custodians does O'Donnell Wealth Management use?**
O'Donnell Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does O'Donnell Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323384

**Does O'Donnell Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 10, 2026 says: "We impose a $500,000 minimum household value to initiate our Firm’s advisory and money management services. This minimum may be waived at our discretion."

**What changed in O'Donnell Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $105,963,891 to $123,253,013 (+16%). Registered or notice-filed in LA, NE, NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> We impose a $500,000 minimum household value to initiate our Firm’s advisory and money management services. This minimum may be waived at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $123,253,013
- Discretionary: $123,253,013
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $28,050,820 |
| High net worth individuals | 95 | $90,787,205 |
| Charitable organizations | 2 | $1,411,029 |
| Corporations or other businesses not listed above | 1 | $3,003,959 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, LA, MI, MT, NE, NH, NY, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [odonnellwm.com](https://odonnellwm.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $55,201,580 | 6 | October 2, 2023 |
| October 2026 | $123,253,013 | 6 | February 10, 2026 |

Regulatory assets under management: $55,201,580 in the October 2023 data and $123,253,013 in the October 2026 data, up 123%.
Total employees: 6 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $105,963,891 to $123,253,013 (+16%).
- Registered or notice-filed in LA, NE, NH.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. O'Donnell Wealth Management (CRD 323384): Form ADV filing data as of October 2026.