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THE O'DONNELL GROUP
Legal name: CHICO WEALTH RIA, INC.
CRD 162562File 801-107763
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 24, 2026
Regulatory AUM
$492.0M
Above cohort median (national)
Discretionary AUM
$492.0M
Clients
266
846 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 21, 2016
- Principal office
- 555 MAIN STREET, SUITE 400, CHICO, CA, 95928
- Phone
- 530-564-0960
- Website
- https://www.ogwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $492.0M
- Discretionary AUM
- $492.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 846
- Non-discretionary accounts
- 0
- Total accounts
- 846
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $806K |
| High net worth individuals | 100 | $412.3M |
| Banking or thrift institutions | 112 | $54.4M |
| Pension and profit sharing plans | 46 | $24.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 281 | 266 | decreased by15 |
| Mar 1, 2026 | AUM | $462,234,494 | $491,976,672 | increased by$29,742,178 |
| Mar 1, 2026 | Accounts | 806 | 846 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 236 | 281 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $373,929,100 | $462,234,494 | increased by$88,305,394 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 800 | 806 | increased by6 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | AUM | $294,301,597 | $373,929,100 | increased by$79,627,503 |
| Apr 1, 2022 | Accounts | 774 | 800 | increased by26 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “O'DONNELL GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“O'DONNELL GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.