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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Odyssey Personal Financial Advisors LLC
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|---|---|
| CRD # | 322496 |
| SEC # | 801-126453 |
| CIK # | 0001984732 |
| AUM | $295.3 M (2025-03-28) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 770-992-4444 |
| Address | 500 Sun Valley Drive Roswell, GA 30076 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Amgen Inc | 0.1 | |
| Palantir Technologies Inc | 0.1 | |
| Apple Inc | 0.1 | |
| Microsoft Corp | 0.0 | |
| Facebook Inc | 0.0 | |
| Alphabet Inc | 0.0 | |
| Alphabet Inc | 0.0 | |
| Amazon Com Inc | 0.0 | |
| Nvidia Corp | 0.0 | |
| J P Morgan Chase & Co | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 72.2 |
| (b) Individuals (high net worth individuals) | 90 | 221.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 926 | 295.3 |
| By Discretionary | ||
| Discretionary | 824 | 264.4 |
| Non-Discretionary | 102 | 30.9 |
| Total | 926 | 295.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.3 | |
| Total | 926 | 295.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001984732] |
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|---|---|---|
|
Greenwood Family Advisors LLC
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FL | 0.3 |
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Paradigm Strategies in Wealth Management LLC
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MN | 0.3 |
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TX | 0.3 |
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Kilner Capital Advisors LLC
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FL | 0.3 |
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CA | 0.3 |
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BCI Securities Inc
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|
FL | 0.3 |
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Gebhardt Group Inc
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|
CA | 0.3 |
|
Quantum Portfolio Management LLC
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|
NY | 0.3 |
|
VCI Wealth Management LLC
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MO | 0.3 |