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Joshua Alexander Groff

Investment adviser representative at Odyssey Group Wealth Advisors
13 yearsExperience
1 stateRegistered in
$420.9MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Odyssey Group Wealth AdvisorsJun 2018 to now
  2. Commonwealth Financial NetworkJun 2018 to Jul 2025
  3. Pfm Fund Distributors, Inc.Jun 2013 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (PA).

Odyssey Group Wealth Advisors

Legal name: Odyssey Group LLC

$420.9MAssets managed
245Clients
4Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6138490
Firm CRD
336636
Advisor's SEC record (opens in a new tab)
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