O'DOMHNAILL ENTERPRISES, INC. · Tank Allocator Loader

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O'DOMHNAILL ENTERPRISES, INC.

UUID65211a79-5edb-5e27-8eb2-13aa16addd85

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:37

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	323384	323384	—	1.0

Profile

Website—

HQ CityCODY

HQ StateWY

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

O'DONNELL WEALTH MANAGEMENT adv_part1

People

Name	Title	Role	Email	Evidence
O'DONNELL, STEPHEN, P	CCO	OFFICER	—	{"filing_id": "2014576", "owner_id": "5789809", "source": "adv_part1", "table": "Schedule_A_B"}
O'DONNELL, STEPHEN, PATRICK	PRESIDENT, CEO, CIO	OFFICER	—	{"filing_id": "2014576", "owner_id": "3184790", "source": "adv_part1", "table": "Schedule_A_B"}
O'Donnell, Sue Jean	MANAGING PARTNER	OFFICER	—	{"filing_id": "2014576", "owner_id": "6600528", "source": "adv_part1", "table": "Schedule_A_B"}
ODonnell, Ryan, M	CISO	OFFICER	—	{"filing_id": "2014576", "owner_id": "7486624", "source": "adv_part1", "table": "Schedule_A_B"}
ODONNELL, STEPHANIE, BRIANNA	DIRECTOR OF COMMUNICATIONS	OFFICER	—	{"filing_id": "2014576", "owner_id": "7193883", "source": "adv_part1", "table": "Schedule_A_B"}
ODonnell, Sue Jean	TRUSTEE	OFFICER	—	{"filing_id": "2014576", "owner_id": "6600528", "source": "adv_part1", "table": "Schedule_A_B"}
STEPHEN PATRICK O'DONNELL, SR. AND SUE JEAN O'DONNELL LIVING TRUST	OWNER	OFFICER	—	{"filing_id": "2014576", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/15/2025 12:05:14 PM",
  "filing_id": "2014576",
  "reg_type": "IA"
}
```