A.O. WEALTH ADVISORY,LLC
Legal name: AO WEALTH ADVISORY
CRD #288301 SEC #801-120730 URBANDALE, IA 515-224-7849
SEC Registered
Total AUM
$174.2M
Discretionary
$162.2M
Employees
3
Clients
251
Accounts
1,139
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OBRECHT, ADAM, BAIN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OBRECHT, ADAM, BAIN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OBRECHT, ADAM, BAIN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OBRECHT, ADAM, BAIN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OBRECHT, ADAM, BAIN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OBRECHT, ADAM, BAIN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| OBRECHT, ADAM, BAIN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ERIC, RANDALL | I | PART OWNER | A | |
| WILLIAMS, ERIC, RANDALL | I | PART OWNER | A | |
| WILLIAMS, ERIC, RANDALL | I | PART OWNER | A | |
| WILLIAMS, ERIC, RANDALL | I | PART OWNER | A | |
| WILLIAMS, ERIC, RANDALL | I | PART OWNER | A | |
| WILLIAMS, ERIC, RANDALL | I | PART OWNER | A | |
| WILLIAMS, ERIC, RANDALL | I | PART OWNER | A |
Registrations
Federal
IA
Jul 18, 2025 REGISTERED
Notice Filings (2)
IA TX
Address
2570 106TH STREET, SUITE AURBANDALE, IA 50322
United States
Phone: 515-224-7849