O
$420.9M Total AUM
$420.9M Disc. AUM
-- 3Y CAGR
6 Employees
245 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Vital capital
- Established Date
- 06-26-2025
- Office Locations
- 1
Office Locations
22A East Roseville Road Lancaster PA
About Odyssey Group Wealth Advisors
Odyssey Group Wealth Advisors is a Lancaster-based RIA. The firm has been operating for 1 years. Managing $420.9M in total assets under management, with 3 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
32 AVG AGE
$140.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
0.8 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
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Asset Classes
Vector Zenith crest
Custodian
Vector Ember vertex Matrix atlas Element alpha
Investment Themes
Radial pioneer Optima Pathway Eagle momentum
Investment Vehicles
Vector Beacon
Platform
Zenith
Services
Optima Catalyst Crest signal Frontier Ember Wave Quantum ridge
Technology
Catalyst
Owner & Executives
AARON DANIEL SHERMAN
President and Founding Partner
- CRD
- #6510348
- Ownership
- 75% or more
(264) 901-2162
meridian.quantum@glaciercapital.com
in linkedin.com/in/capital-unison
S
STEVEN ANDREW KAVANAUGH II
Chief Compliance Officer
- CRD
- #5175672
- Ownership
- 5% but less than 10%
(508) 237-9056
oak.vertex@vectorcapital.com
in linkedin.com/in/legacy-summit
Showing 2 of 2 owners & executives
Unlock allContacts
J
JOSHUA ALEXANDER GROFF
--
- CRD
- #6138490
(517) 361-7820
ember.element@signalcapital.com
in linkedin.com/in/harbor-summit
Christian Pascuzzo
Director of Financial Planning
- CRD
- #6302943
(895) 730-6897
momentum.beacon@eaglecapital.com
in linkedin.com/in/glacier-north
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $420,889,484 | $553,802 |
| Non-Discretionary | $0 | -- |
| Total | $420,889,484 | $553,802 |
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Separately Managed Accounts
Total SMA Asset: $420,889,484
Public Funds:
26.3% Equity - Exchange:
39.3% Cash:
20.3% Private Funds:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,014,762,881 | 26.3% |
| Equity - Exchange | $3,010,653,279 | 39.3% |
| Cash | $1,555,121,159 | 20.3% |
| Private Funds | $1,080,158,047 | 14.1% |
| Total | $7,660,695,366 | 100.0% |