Chico Wealth Ria, Inc.
- Regulatory AUM
- $492M
- Discretionary
- $492M
- Clients
- 266
- Avg AUM / client
- $1.8M
- Accounts
- 846
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 100 | $412M | 83.8% |
| Banking or thrift institutions | 112 | $54.4M | 11.1% |
| Pension and profit sharing plans | 46 | $24.5M | 4.97% |
| Charitable organizations | 8 | $806K | 0.16% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Richardson Kontogouris Emerson Llp 401(k) Profit Sharing Plan Richardson Kontogouris Emerson Llp | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Timothy O'donnell | Managing Member/Chief Compliance Officer | CFP | Mar 2012 (14y) | 75% or more |
| Michael Thomas O'donnell | Registered representative | CFP | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Richardson Kontogouris Emerson Llp 401(k) Profit Sharing Plan | Richardson Kontogouris Emerson Llp | 126 | $21.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $492M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗