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Chico Wealth RIA, Inc.

● SEC registered since 2016CRD 162562SEC# 801-107763Chico, CA
Export (members)
Reg. AUM
$492M
Employees
4
Accounts
846
Location
Chico, CA

Chico Wealth RIA, Inc. assets under management

Chico Wealth RIA, Inc. operates as an SEC-registered investment adviser based in Chico, CA. The firm has been registered since 2016. It reports $492 million in regulatory assets under management and employs 4 people.

Chico Wealth RIA, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Ryan Timothy O'Donnell ControlManaging Member/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Chico Wealth RIA, Inc. manage?

Chico Wealth RIA, Inc. reports $492 million in regulatory assets under management on its Form ADV.

How many employees does Chico Wealth RIA, Inc. have?

Chico Wealth RIA, Inc. reports 4 employees.

Where is Chico Wealth RIA, Inc. located?

Chico Wealth RIA, Inc. is based in Chico, CA and has been SEC-registered since 2016.

Does Chico Wealth RIA, Inc. disclose fund performance?

Chico Wealth RIA, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address555 Main Street, Suite 400, Chico, CA 95928
Phone530-564-0960
Fax530-564-1034
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$492M▲ 6%
Feb '25 — $462.2MMar '25 — $462.2MApr '25 — $462.2MMay '25 — $462.2MJun '25 — $462.2MJul '25 — $462.2MAug '25 — $462.2MSep '25 — $462.2MOct '25 — $462.2MNov '25 — $462.2MDec '25 — $462.2MJan '26 — $462.2MFeb '26 — $492MMar '26 — $492MApr '26 — $492MMay '26 — $492MJun '26 — $492M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$492Mregulatory AUM
Discretionary $492M