O'DONNELL WEALTH MANAGEMENT

Overview

O'Donnell Wealth Management is an independent registered investment adviser organized as a corporation that focuses on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm charges a percentage-of-AUM fee and concentrates its client work on individual and family relationships while also serving some institutional clients. Investment activity is equity‑tilted: the firm shows a clear preference for exchange‑traded securities as the primary vehicle for constructing client portfolios, supplemented by traditional fixed-income and insurance products for income and retirement planning. O'Donnell Wealth Management is not positioned as an ESG-focused allocator and does not describe broad multi‑state advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices