O'DONNELL WEALTH MANAGEMENT

Legal name: O'DOMHNAILL ENTERPRISES, INC.

CRD 323384File 801-134560

APPROVED

Retail clients

Filing as of Feb 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$123.3M

Bottom 25% of cohort (national)

Discretionary AUM

$123.3M

Clients

211

354 accounts

Employees

Bottom 25% of cohort in WY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: DRO
Registration date: Jan 22, 2026
Principal office: 627 YELLOWSTONE AVENUE, CODY, WY, 82414
Phone: 307-586-4279
Website: https://odonnellwm.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $123.3M
Discretionary AUM: $123.3M
Non-discretionary AUM: $0
Discretionary accounts: 354
Non-discretionary accounts: 0
Total accounts: 354
AUM per client: $584K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$3.0M
Charitable organizations	Fewer than 5	$1.4M
High net worth individuals	95	$90.8M
Individuals (other than high net worth individuals)	113	$28.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.