ODYSSEY GROUP WEALTH ADVISORS

RIASEC RegisteredEst. 2025
Total AUM
$421M
Discretionary
$421M
100% of AUM
Avg account
$554K
Accounts
760
Employees
6
Advisory reps
4

Firm details

Headquarters
LANCASTER, Pennsylvania
CRD number
336636
Registered since
June 26, 2025
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • HNWI79.52%
  • Individuals18.2%
  • Corporations / Businesses1.95%
  • Charitable Organizations0.33%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Odyssey Group Wealth Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is individually owned and serves primarily individual and family clients, charging advisory fees as a percentage of assets under management. Its core services are financial planning and portfolio management for individuals and small businesses. Odyssey reports it is not a multi-state adviser and does not position itself as a capital allocator, pension consultant, or ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Exchange Traded Equities 3%, Private Funds 1%, Cash & Cash Equivalents 1%95%
  • Public Funds/Mutual Funds95%
  • Exchange Traded Equities3%
  • Private Funds1%
  • Cash & Cash Equivalents1%

Contacts

3 of 4
  • STEVEN KAVANAUGH

    Vice President and PartnerCRD 5175672

  • AARON SHERMAN

    President and Founding PartnerCRD 6510348

  • JOSHUA GROFF

    Director of OperationsCRD 6138490

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LANCASTER, PA

LANCASTER

Location

LANCASTER, PA

Headquartered in LANCASTER, PA, in the Northeast of the United States.

Region
Northeast
County
LANCASTER
Address
22A E Roseville Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth