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ODYSSEY GROUP WEALTH ADVISORS
Legal name: ODYSSEY GROUP LLC
CRD 336636File 801-133758
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$420.9M
Below cohort median (national)
Discretionary AUM
$420.9M
Clients
245
760 accounts
Employees
6
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 26, 2025
- Principal office
- 22A EAST ROSEVILLE ROAD, LANCASTER, PA, 17601
- Phone
- 717-553-4722
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $420.9M
- Discretionary AUM
- $420.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 760
- Non-discretionary accounts
- 0
- Total accounts
- 760
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $8.2M |
| Charitable organizations | Fewer than 5 | $1.4M |
| High net worth individuals | 100 | $334.7M |
| Individuals (other than high net worth individuals) | 145 | $76.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- 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 11This 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.