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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- SummitVector timber
- Established Date
- 10-17-2022
- Office Locations
- 1
Office Locations
About O'donnell Wealth Management
O'Donnell Wealth Management is a Wyoming-based, family- and veteran-owned RIA offering discretionary portfolio management and integrated financial planning (tax, retirement, and estate) for one all-inclusive fee. The team runs hands-on, active and tactical strategies with an emphasis on risk management and capital preservation, investing primarily through equities and ETFs. Portfolios are managed in-house (no third-party models) and executed with block trading; serves clients across 25 states.
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Owner & Executives
Sue Jean O'Donnell
Managing Partner, Partner
- CRD
- --
- Ownership
- Less than 5%
STEPHEN P O'DONNELL JR
Chief Compliance Officer
- CRD
- #5789809
- Ownership
- Less than 5%
Value unison
Element timber
- CRD
- #58808
- Ownership
- 44.9%
Showing 2 of 4 owners & executives
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JOHN PETER DODENHOFF
Financial Advisor
- CRD
- #4576361
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,253,013 | $348,172 |
| Non-Discretionary | $0 | -- |
| Total | $123,253,013 | $348,172 |
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Separately Managed Accounts
Total SMA Asset: $123,253,013
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $770,444,265 | 13.9% |
| Public Funds | $1,152,895,015 | 20.8% |
| Corporate - Non-Investment Grade | $1,518,717,472 | 27.4% |
| Cash | $881,299,555 | 15.9% |
| Municipal Bonds | $1,219,408,188 | 22.0% |
| Total | $5,542,764,495 | 100.0% |