O'donnell Wealth Management
Cody, Wyoming
O'Donnell Wealth Management, based out of Cody, WY, is a highly reputable investment advisory firm with a strong track record of success. With over 70 individual clients and more than $55,202,000 in assets under management, they specialize in providing comprehensive wealth management solutions to high net worth individuals. As a small firm with one office, O'Donnell Wealth Management offers personalized and attentive services tailored to the unique needs and goals of their clients. They have built a solid reputation for their expertise in managing employer 401Ks and individual portfolios, which account for approximately half of t...
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Assets Under Mgmt

$55.2M

Investment Professionals

3

Locations

0

% 401K & Individual

34%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.