CHICO WEALTH RIA, INC.
Legal name: THE O'DONNELL GROUP
CRD #162562 SEC #801-107763 CHICO, CA 530-564-0960
SEC Registered
Total AUM
$462.2M
Discretionary
$462.2M
Employees
4
Clients
101
Accounts
806
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $462.2M | $462.2M | $0 | 4 | 0 |
| Jan 2024 | $408.3M | $408.3M | $0 | 4 | 0 |
| Mar 2023 | $355.8M | $355.8M | $0 | 4 | 0 |
| Mar 2022 | $373.9M | $355.9M | $18M | 4 | 0 |
| Oct 2021 | $294.3M | $275.3M | $19M | 3 | 0 |
| Feb 2021 | $294.3M | $275.3M | $19M | 3 | 0 |
| Jun 2020 | $259M | $240M | $19M | 3 | 0 |
| Jun 2020 | $259M | $240M | $19M | 3 | 0 |
| Jan 2020 | $259M | $240M | $19M | 3 | 0 |
| Jun 2019 | $223M | $204M | $19M | 3 | 0 |
| Jun 2019 | $223M | $204M | $19M | 3 | 0 |
| Feb 2019 | $223M | $204M | $19M | 3 | 0 |
| Feb 2019 | $223M | $204M | $19M | 3 | 0 |
| Dec 2018 | $207.6M | $188.6M | $19M | 3 | 0 |
| Nov 2018 | $207.6M | $188.6M | $19M | 3 | 0 |
| Oct 2018 | $207.6M | $188.6M | $19M | 3 | 0 |
| Feb 2018 | $207.6M | $188.6M | $19M | 3 | 0 |
| Aug 2017 | $143.7M | $133.7M | $10M | 3 | 250 |
| Mar 2017 | $143.7M | $133.7M | $10M | 3 | 250 |
| Jan 2017 | $126.2M | $121.2M | $5M | 3 | 200 |
| Oct 2016 | $126.2M | $121.2M | $5M | 3 | 200 |
| Oct 2016 | $126.2M | $121.2M | $5M | 3 | 200 |
| Jun 2016 | $126.2M | $121.2M | $5M | 3 | 200 |
| Jun 2016 | $126.2M | $121.2M | $5M | 3 | 200 |
| Jun 2016 | $126.2M | $121.2M | $5M | 3 | 200 |
| Jun 2016 | $126.2M | $121.2M | $5M | 3 | 200 |
| Apr 2016 | $126.2M | $121.2M | $5M | 3 | 200 |
DateFeb 2025
Total AUM$462.2M
Discretionary$462.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$408.3M
Discretionary$408.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$355.8M
Discretionary$355.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$373.9M
Discretionary$355.9M
Non-Disc.$18M
Employees4
Clients0
DateOct 2021
Total AUM$294.3M
Discretionary$275.3M
Non-Disc.$19M
Employees3
Clients0
DateFeb 2021
Total AUM$294.3M
Discretionary$275.3M
Non-Disc.$19M
Employees3
Clients0
DateJun 2020
Total AUM$259M
Discretionary$240M
Non-Disc.$19M
Employees3
Clients0
DateJun 2020
Total AUM$259M
Discretionary$240M
Non-Disc.$19M
Employees3
Clients0
DateJan 2020
Total AUM$259M
Discretionary$240M
Non-Disc.$19M
Employees3
Clients0
DateJun 2019
Total AUM$223M
Discretionary$204M
Non-Disc.$19M
Employees3
Clients0
DateJun 2019
Total AUM$223M
Discretionary$204M
Non-Disc.$19M
Employees3
Clients0
DateFeb 2019
Total AUM$223M
Discretionary$204M
Non-Disc.$19M
Employees3
Clients0
DateFeb 2019
Total AUM$223M
Discretionary$204M
Non-Disc.$19M
Employees3
Clients0
DateDec 2018
Total AUM$207.6M
Discretionary$188.6M
Non-Disc.$19M
Employees3
Clients0
DateNov 2018
Total AUM$207.6M
Discretionary$188.6M
Non-Disc.$19M
Employees3
Clients0
DateOct 2018
Total AUM$207.6M
Discretionary$188.6M
Non-Disc.$19M
Employees3
Clients0
DateFeb 2018
Total AUM$207.6M
Discretionary$188.6M
Non-Disc.$19M
Employees3
Clients0
DateAug 2017
Total AUM$143.7M
Discretionary$133.7M
Non-Disc.$10M
Employees3
Clients250
DateMar 2017
Total AUM$143.7M
Discretionary$133.7M
Non-Disc.$10M
Employees3
Clients250
DateJan 2017
Total AUM$126.2M
Discretionary$121.2M
Non-Disc.$5M
Employees3
Clients200
DateOct 2016
Total AUM$126.2M
Discretionary$121.2M
Non-Disc.$5M
Employees3
Clients200
DateOct 2016
Total AUM$126.2M
Discretionary$121.2M
Non-Disc.$5M
Employees3
Clients200
DateJun 2016
Total AUM$126.2M
Discretionary$121.2M
Non-Disc.$5M
Employees3
Clients200
DateJun 2016
Total AUM$126.2M
Discretionary$121.2M
Non-Disc.$5M
Employees3
Clients200
DateJun 2016
Total AUM$126.2M
Discretionary$121.2M
Non-Disc.$5M
Employees3
Clients200
DateJun 2016
Total AUM$126.2M
Discretionary$121.2M
Non-Disc.$5M
Employees3
Clients200
DateApr 2016
Total AUM$126.2M
Discretionary$121.2M
Non-Disc.$5M
Employees3
Clients200