Overview
Assets Under Management: $213 million
Headquarters: URBANDALE, IA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
AO WEALTH ADVISORY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288301), AO WEALTH ADVISORY is subject to fiduciary duty under federal law.
AO WEALTH ADVISORY is headquartered in URBANDALE, IA.
AO WEALTH ADVISORY serves 60 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, AO WEALTH ADVISORY offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
AO WEALTH ADVISORY manages $213 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, AO WEALTH ADVISORY serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,124
Discretionary Accounts: 1,121
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 288301
Filing ID: 2052089
Last Filing Date: 2026-02-10 08:25:45