# Odyssey Group Wealth Advisors

> Odyssey Group Wealth Advisors is an SEC-registered investment advisory firm in Lancaster, PA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 336636
- Filed as: ODYSSEY GROUP WEALTH ADVISORS
- Legal name: Odyssey Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lancaster, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336636
- AdvisorCensus page: https://advisorcensus.com/firm/odyssey-group-wealth-advisors-lancaster-pa-336636

## Quick answers

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

**What does Odyssey Group Wealth Advisors' brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.4% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Odyssey Group Wealth Advisors located?**
Odyssey Group Wealth Advisors' principal office is in Lancaster, PA, according to its Form ADV.

**Is Odyssey Group Wealth Advisors registered with the SEC or a state?**
Odyssey Group Wealth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336636.

**How much does Odyssey Group Wealth Advisors manage?**
Odyssey Group Wealth Advisors reports $420,889,484 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Odyssey Group Wealth Advisors' assets and staff changed since 2025?**
In the Form ADV data for Odyssey Group Wealth Advisors: Regulatory assets under management: $0 in the October 2025 data and $420,889,484 in the October 2026 data. Total employees: 1 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Odyssey Group Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (145); high net worth individuals (100).

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

**Does Odyssey Group Wealth Advisors 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/336636

**Does Odyssey Group Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "OGWA generally imposes a minimum account size of $1,000,000 to receive our services which may be waived at the discretion of OGWA."

**What changed in Odyssey Group Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in MD, NY, TX.

## 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 March 31, 2026)

- Asset-based fee: 0.4% to 1% a year (a range, as the brochure states it)

> Generally, fees range from 1% to 0.4% per annum of the market value of a client’s assets managed by OGWA.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> OGWA generally imposes a minimum account size of $1,000,000 to receive our services which may be waived at the discretion of OGWA.

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist 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: $420,889,484
- Discretionary: $420,889,484
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 145 | $76,603,524 |
| High net worth individuals | 100 | $334,687,509 |
| Charitable organizations | Fewer than 5 | $1,400,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $8,198,451 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ogwa.com
- Facebook @OdysseyGroupWealthAdvisors
- LinkedIn @odyssey-group-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | June 30, 2025 |
| October 2026 | $420,889,484 | 6 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $420,889,484 in the October 2026 data.
Total employees: 1 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in MD, NY, TX.

### December 2025
- Employees performing advisory functions went from 1 to 3.
- Regulatory assets under management went from $0 to $388,452,921.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Odyssey Group Wealth Advisors (CRD 336636): Form ADV filing data as of October 2026.