ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
CRD #322496 SEC #801-126453 ROSWELL, GA 770-992-4444
SEC Registered
Total AUM
$295.3M
Discretionary
$264.4M
Employees
4
Clients
0
Accounts
926
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $295.3M | $264.4M | $30.9M | 4 | 5 |
| Mar 2025 | $295.3M | $264.4M | $30.9M | 4 | 5 |
| Mar 2024 | $264M | $244.5M | $19.5M | 5 | 0 |
| Jun 2023 | $229.3M | $212.6M | $16.7M | 5 | 0 |
| Apr 2023 | $229.3M | $212.6M | $16.7M | 5 | 0 |
| Feb 2023 | $229.3M | $212.6M | $16.7M | 5 | 0 |
| Feb 2023 | $229.3M | $212.6M | $16.7M | 5 | 0 |
| Jan 2023 | $229.3M | $212.6M | $16.7M | 5 | 0 |
| Dec 2022 | $210.9M | $210.9M | $0 | 3 | 0 |
| Sep 2022 | $0 | $0 | $0 | 3 | 0 |
| Jul 2022 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$295.3M
Discretionary$264.4M
Non-Disc.$30.9M
Employees4
Clients5
DateMar 2025
Total AUM$295.3M
Discretionary$264.4M
Non-Disc.$30.9M
Employees4
Clients5
DateMar 2024
Total AUM$264M
Discretionary$244.5M
Non-Disc.$19.5M
Employees5
Clients0
DateJun 2023
Total AUM$229.3M
Discretionary$212.6M
Non-Disc.$16.7M
Employees5
Clients0
DateApr 2023
Total AUM$229.3M
Discretionary$212.6M
Non-Disc.$16.7M
Employees5
Clients0
DateFeb 2023
Total AUM$229.3M
Discretionary$212.6M
Non-Disc.$16.7M
Employees5
Clients0
DateFeb 2023
Total AUM$229.3M
Discretionary$212.6M
Non-Disc.$16.7M
Employees5
Clients0
DateJan 2023
Total AUM$229.3M
Discretionary$212.6M
Non-Disc.$16.7M
Employees5
Clients0
DateDec 2022
Total AUM$210.9M
Discretionary$210.9M
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0