O'Donnell Wealth Management - Crunchbase Company Profile & Funding

Overview

O'Donnell Wealth Management

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About O'Donnell Wealth Management

CB Rank

2230530

O'Donnell Wealth Management offers integrated financial planning and advisory services, focusing on risk management.

Founded

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Private

Denver, Colorado, United States

1-10

odonnellwealth.com/

Financial Services

Retirement

Risk Management

Tax Consulting

Tax Preparation

Details

Also Known As

OWM

Operating Status

Active

Company Type

For Profit

About the Company

O'Donnell Wealth Management provides integrated financial planning and advisory services. The firm specializes in managing risk over chasing returns and offers personalized portfolio management. Clients have access to platforms like eMoney and AdviceWorks for comprehensive financial management. The company operates as a registered investment

advisor and is a separate entity from LPL Financial.

Phone Number

1 303-331-6434

Contact Email

elizabeth@odonnellwealth.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

403(b) Retirement Plans

A tax-advantaged retirement savings plan for employees of public schools, certain non-profits, and church organizations, allowing tax-deferred contributions to annuities or mutual funds.

457(b) Retirement Plans

Deferred compensation retirement plans for state and local government employees and certain non-profits, offering tax-deferred contributions with catch-up options near retirement.