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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-26-2025
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between October 23, 2025 and March 31, 2026, reported AUM increased 8.4%, from $388.5M to $420.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 245 clients, or 81.7 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Odyssey Group Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AARON DANIEL SHERMAN
President and Founding Partner
- CRD
- #6510348
- Ownership
- 75% or more
STEVEN ANDREW KAVANAUGH II
Chief Compliance Officer
- CRD
- #5175672
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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JOSHUA ALEXANDER GROFF
Director of Operations
- CRD
- #6138490
Christian Pascuzzo
Director of Financial Planning
- CRD
- #6302943
Showing 2 of 4 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Odyssey Group Wealth Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Odyssey Group Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.