O'Donnell Wealth Management logo

O'Donnell Wealth Management

Updated today

Client assets under management

$118,838,025

Clients

208

46% high-net-worth

Advisors

4

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

52

Typical

Average account size

$571,337

About

O’Donnell Wealth Management is a registered investment adviser serving individual and high‑net‑worth clients through discretionary portfolio management, integrated financial planning, and estate‑planning services included within its investment management offering. The firm reports approximately $123.3 million in discretionary assets under management, about 208 clients, and generally applies a household minimum for new advisory relationships (waivable).

The firm follows a value‑driven, growth‑and‑income approach with an emphasis on capital preservation and risk‑adjusted returns; portfolios typically hold 25–40 securities drawn from an 80–100 security research universe and favor dividend‑paying large‑cap companies while occasionally employing covered calls and protective puts for hedging or income. OWM manages accounts on a discretionary basis, maintains cash or money‑market balances for liquidity and fee debiting, does not use third‑party portfolio managers or illiquid alternative investments, and includes ongoing financial planning as part of its management services.

Distinctive operational features noted in the brochure include operating its advisory services as a wrap fee program sponsor and participating in LPL‑sponsored programs with an Asset‑Based Pricing (ABP) arrangement that covers program transaction charges — a structure the firm highlights and that is uncommon among peer team firms. The firm also discloses that some advisers are dually registered with LPL and that it receives transition assistance and other support from LPL, which the firm identifies as potential conflicts of interest and says it addresses through disclosure and internal review procedures.

Client services

Financial planning Portfolio management Estate planning

Expertise

Active portfolio management Options & derivatives strategies Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

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Fee options

Percentage

Under $500,000 - $499,999: 2.00% $500,000 - $999,999: 1.75% $1,000,000 - $1,999,999: 1.25% $2,000,000 - $4,999,999: 1.00% $5,000,000+: 0.80%

Other

Account minimum: $500,000

Main office location

O'Donnell Wealth Management

627 Yellowstone Avenue

Cody WY 82414, United States

Number of offices

1

Most active in

Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Stephen O

Series 66

Cody, WY

O'Donnell Wealth Management

Stephen O'Donnell is a financial advisor with O'Donnell Wealth Management in Cody, Wyoming, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial LLC and Saxony Securities, Inc., and serves as Chief Executive Officer and Chief Investment Officer of O'Domhanaill Enterprises, Inc., the entity behind O'Donnell Wealth Management. O'Donnell also participates on the Investment Funds Committee Selection Panel for the state of Wyoming. O'Donnell Wealth Management is a registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management, integrated financial planning, and estate-planning services. The firm manages approximately $123.3 million in discretionary assets, applying a value-driven, growth-and-income investment approach with an emphasis on capital preservation and risk-adjusted returns.

Active portfolio management Options & derivatives strategies Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Stephen O

Series 63, Series 66

Cody, WY

O'Donnell Wealth Management

Stephen O'Donnell is a financial advisor with O'Donnell Wealth Management in Cody, Wyoming. He holds Series 63 and 66 licenses and has four years of industry experience. Prior to his advisory career, he served in various law enforcement roles including with the Town of Jackson Police Department and the Wyoming Army National Guard. Outside of financial advising, he is a reserve police officer for the Town of Jackson and also serves as a notary public. O'Donnell Wealth Management is a registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management, integrated financial planning, and estate-planning services. The firm emphasizes a value-driven, growth-and-income approach focused on capital preservation and risk-adjusted returns.

Active portfolio management Options & derivatives strategies Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ryan O

Series 66

Cody, WY

O'Donnell Wealth Management

Ryan O Donnell is a financial advisor with O'Donnell Wealth Management in Cody, WY, holding a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Financial LLC and Saxony Securities, Inc., as well as positions outside finance at West Park Hospital and the Buffalo Bill Center of the West. Outside of his advisory role, he also works as a freelance voice talent. O'Donnell Wealth Management serves individual and high-net-worth clients through discretionary portfolio management, integrated financial planning, and estate-planning services. The firm employs a value-driven, growth-and-income investment approach focused on capital preservation and risk-adjusted returns, managing approximately $123.3 million in discretionary assets for around 208 clients.

Active portfolio management Options & derivatives strategies Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

John D

Series 66

Cody, WY

O'Donnell Wealth Management

John Dodenhoff is a financial advisor at O'Donnell Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Saxony Securities, Inc. Outside of finance, he was involved with Cody Coffee Roaster, LLC from 2018 to 2020. O'Donnell Wealth Management serves individual and high-net-worth clients through discretionary portfolio management, integrated financial planning, and estate-planning services. The firm employs a value-driven, growth-and-income investment approach with an emphasis on capital preservation and risk-adjusted returns.

Active portfolio management Options & derivatives strategies Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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