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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Atlas valueInsight prime
- Established Date
- 04-13-2000
- Office Locations
- 1
Office Locations
About O'donnell Portfolio Management, Inc.
O’Donnell Wealth Management is a Wyoming-based, family- and veteran-owned firm providing discretionary, hands-on portfolio management and integrated retirement, tax, and estate planning for clients across 25 states. The team emphasizes risk management and capital preservation with active, tactical, research-driven portfolios (often implemented with ETFs). Equity management is done in-house—no third-party models—supported by block trading technology and an all-inclusive fee with no commissions.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW READ O'DONNELL
Owner, Portfolio Manager
- CRD
- #4584152
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,882,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,882,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,882,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,015,602,026 | 33.2% |
| U.S. Government/Agency | $584,277,069 | 19.1% |
| Cash | $1,459,163,152 | 47.7% |
| Total | $3,059,042,247 | 100.0% |