Odyssey Group Wealth Advisors
Firm details
- Headquarters
- Lancaster, Pennsylvania
- CRD number
- 336636
- Registered since
- June 26, 2025
- Website
- www.ogwa.com
- 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
FINTRXOverview
Odyssey Group Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves primarily individual and family clients, charging fees as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Odyssey does not identify as an active ESG investor and is not positioned as a capital allocator; it appears to rely on pooled products and third‑party managers rather than direct-sourcing private deals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$416M in ETFs
96%
$401M
4%
$15.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US LARGECAP DIVIDEND FUND (DLN) | Wisdom Tree | Passive | Large Value | $23.9M | 247,638 | 5.73% |
Location
Lancaster, PA
Lancaster
Location
Lancaster, PA
Headquartered in Lancaster, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lancaster
- Address
- 22 A E Roseville Rd
- Time zone
- ET (UTC-5)
- Office locations
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