Fee-only adviser · Cody, WY
O'Donnell Wealth Management
O'Donnell Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Cody, Wyoming. On its latest Form ADV, filed February 10, 2026, it reports $123M in regulatory assets under management, 208 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 323384 · SEC file 801-134560 |
| Office | 627 Yellowstone Avenue Cody, WY 82414 |
| Phone | (307) 586-4279 |
| Website | odonnellwm.com |
| Regulatory assets under management | $123M |
| Individual clients | 113 non-high-net-worth, 95 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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