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AO WEALTH ADVISORY
A.O. WEALTH ADVISORY,LLC
CRD 288301 · SEC 801-120730
2570 106TH STREET, SUITE A, URBANDALE, IA, 50322, United States
Phone
515-224-7849
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$213.2M
Discretionary AUM
$200.9M
Team
7 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 238 | $78.5M |
| High net worth individuals | 60 | $119.7M |
| Pension/profit sharing plans | 13 | $14.9M |
States served
IA, TX
All web addresses on file
Official SEC filing: View on IAPD