O’Donnell Wealth Management

O’Donnell Wealth Management

O’Donnell Wealth Management operates from Cody, Wyoming, as a family and Veteran-owned Registered Investment Advisor. Founded by President and CIO Stephen P. O’Donnell, Sr., the firm explicitly defines its posture around capital preservation and tactical portfolio management. The team includes Managing Partner Sue Jean O’Donnell, Director of Trading John Dodenhoff, and a compliance unit led by Stephen O’Donnell Jr., reflecting multi-generational stewardship. The firm manages equity assets entirely in-house using active, discretionary mandates. Its two flagship strategies — the ODWM Growth & Income Portfolio and the ODWM Conservative Growth & Income Portfolio — run against a watchlist of 80 to 100 investments at any time. O’Donnell places no transaction fees or commissions on its management; instead, a single all-inclusive relationship fee covers portfolio construction, estate planning, retirement planning, and tax planning. The firm is GIPS-compliant, having adopted the CFA Institute’s Global Investment Performance Standards for performance calculation and presentation. O’Donnell Wealth Management lists seven professionals on its public team page, including trading, compliance, and information security officers. The firm states it serves clients in 25 U.S. states from its sole office at 627 Yellowstone Avenue. It does not publicly disclose AUM or total client assets. As of the last website crawl, no recent operational event in the prior 24 months — such as a fund close or personnel move — was published. O’Donnell’s structural differentiator is its in-sourcing discipline: the firm does not delegate portfolio management to third-party managers or use external model portfolios. In a segment where many RIAs rely on turnkey asset management platforms, O’Donnell runs all equity research, trading, and monitoring from its Cody headquarters — a posture it reinforces by prohibiting separate fees for planning services. The firm’s family-and-veteran identity, paired with a stated refusal to sell products, positions it as a discretionary manager selling one relationship, not a bundle of transactions.