ODYSSEY GROUP LLC
Legal name: ODYSSEY GROUP WEALTH ADVISORS
CRD #336636 SEC #801-133758 LANCASTER, PA 717-553-4722
SEC Registered
Total AUM
$388.5M
Discretionary
$388.5M
Employees
6
Clients
0
Accounts
742
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHERMAN, AARON, DANIEL | I | MEMBER | E | Control |
| SHERMAN, AARON, DANIEL | I | MEMBER | E | Control |
| SHERMAN, AARON, DANIEL | I | MEMBER | E | Control |
| SHERMAN, AARON, DANIEL | I | MEMBER | E | Control |
| SHERMAN, AARON, DANIEL | I | MEMBER | E | Control |
| KAVANAUGH, STEVEN, ANDREW | I | CCO/MEMBER | A | Control |
| KAVANAUGH, STEVEN, ANDREW | I | CCO/MEMBER | A | Control |
| KAVANAUGH, STEVEN, ANDREW | I | CCO/MEMBER | A | Control |
| KAVANAUGH, STEVEN, ANDREW | I | CCO/MEMBER | A | Control |
| KAVANAUGH, STEVEN, ANDREW | I | CCO/MEMBER | A | Control |
Registrations
Federal
IA
Oct 23, 2025 REGISTERED
Notice Filings (1)
PA
Address
22A EAST ROSEVILLE ROADLANCASTER, PA 17601
United States
Phone: 717-553-4722