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Chico Wealth RIA, Inc.

EST. AUM
$491,976,672

CONTACTS

CLIENT ACCOUNTS
846

Firm Details

Metro area Sacramento
CRD Number 162562
Website mai.capital
Client types

Overview

On August 14, 2026, MAI Capital Management acquired OG Private Wealth. The O’Donnell Group (OG Wealth) is a private wealth management and registered investment advisory firm focused on serving business owners, executives, and high-net-worth families through personalized financial planning and liability-driven investment management. The firm emphasizes long-term wealth preservation, customized portfolio strategies, and priority-based financial planning designed to align investment decisions with each client’s life goals, obligations, and legacy objectives.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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