O'Donnell Wealth Management: new SEC registration, $123M AUM, Cody, WY
O'Donnell Wealth Management (Cody, Wyoming): new SEC registration, $123M AUM, Cody, WY. Its amount of 123 is below the median of 134 (42nd percentile). Dated 286 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 123 · 42th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 3 related WY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | O'Donnell Wealth Management |
| Legal name | O'Domhnaill Enterprises, INC. |
| CRD | 323384 |
| Status | Approved |
| Registered with the SEC | 2026-01-22 |
| Latest Form ADV filing | 2026-02-10 |
| Location | Cody, WY, United States |
| Regulatory AUM | $123,253,013 |
| Accounts | 354 |
| Employees | 6 |
| Website | https://odonnellwm.com/ |
| amount percentile | 42th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (4 WY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-22
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (WY first): Fiduciary Capital Management LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Mic Capital Management Uk LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: O'Donnell Wealth Management and 4 Wyoming peers
- Wyoming NewRiaPulse records like this one: 4
- O'Donnell Wealth Management's amount: 42nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Wyoming peer: $800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $123M under management.
- Website on file.
What is the NewRiaPulse record for O'Donnell Wealth Management in Cody, Wyoming?
O'Donnell Wealth Management received SEC registration as an investment adviser (2026-01-22) with $123,253,013 in regulatory assets under management, based in Cody, WY.
How does O'Donnell Wealth Management compare to other Wyoming NewRiaPulse records?
Its amount of 123 is below the median (42th percentile); smaller records often move faster and face less competition. It is 286 days old; check the official source for later updates before acting.
O'Donnell Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| O'Donnell Wealth Management | Cody, WY | 123 | 42nd | 2026-01-22 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
Related records
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- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
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- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Wyoming NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.