O'Donnell Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$118,838,025
Clients
208
Advisors
5
of 6 employees
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
Expertise
Occupation focus
Fee options
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%
Account minimum: $500,000
Main office
627 Yellowstone Avenue
Cody WY 82414
Advisors at this office
5
Most active in
California · Colorado · Louisiana · Michigan · Montana · Nebraska · New Hampshire · New York · Texas · Wyoming
Also doing business as
O'domhnaill Enterprises, Inc. · O'donnell Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
Stephen O
Series 63, Series 66
Cody, WY
O'Donnell Wealth Management
Stephen O'Donnell Jr. is a financial advisor at O'Donnell Wealth Management with five years of industry experience. He holds Series 63 and Series 66 licenses and has a background in law enforcement, including roles at the Town of Jackson Police Department and the Wyoming Army National Guard. O'Donnell also serves as a reserve police officer and is 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 employs a value-driven, growth-and-income investment approach emphasizing capital preservation and risk-adjusted returns.
Ryan O
Series 66
Cody, WY
O'Donnell Wealth Management
Ryan O Donnell is a financial advisor at O'Donnell Wealth Management in Cody, Wyoming, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial LLC and Saxony Securities, Inc., as well as healthcare experience at West Park Hospital. Outside of financial advising, he performs freelance voice talent work. O'Donnell Wealth Management is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, integrated financial planning, and estate-planning services. The firm employs a value-driven, growth-and-income investment approach emphasizing capital preservation and risk-adjusted returns.
Thomas L
Series 65
Cody, WY
O'Donnell Wealth Management
Thomas Lane is a Series 65-licensed advisor at O'Donnell Wealth Management in Cody, Wyoming. He has eight years of experience at Young & Associates and six years at Omni Hotels. O'Donnell Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, integrated financial planning, and estate-planning services. The firm focuses on a value-driven, growth-and-income investment approach emphasizing capital preservation and risk-adjusted returns.
John D
Series 66
Cody, WY
O'Donnell Wealth Management
John Dodenhoff is a financial advisor with O'Donnell Wealth Management holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial and Saxony Securities, as well as positions outside finance such as at Cody Coffee Roaster, LLC and the Buffalo Bill Center of the West. O'Donnell Wealth Management is a registered investment adviser that serves individual and high-net-worth clients through discretionary portfolio management, integrated financial planning, and estate-planning services. The firm uses a value-driven, growth-and-income investment approach focused on capital preservation and risk-adjusted returns.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)