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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $174.2M | $162.2M | $11.9M | 3 | 0 |
| Mar 2025 | $174.2M | $162.2M | $11.9M | 3 | 0 |
| Mar 2024 | $146.7M | $135.4M | $11.4M | 3 | 0 |
| Feb 2023 | $121.4M | $112.8M | $8.7M | 3 | 0 |
| May 2022 | $126.3M | $116.2M | $10M | 2 | 0 |
| Feb 2022 | $126.3M | $116.2M | $10M | 2 | 0 |
| Mar 2021 | $100.5M | $91.6M | $8.9M | 2 | 0 |
DateJul 2025
Total AUM$174.2M
Discretionary$162.2M
Non-Disc.$11.9M
Employees3
Clients0
DateMar 2025
Total AUM$174.2M
Discretionary$162.2M
Non-Disc.$11.9M
Employees3
Clients0
DateMar 2024
Total AUM$146.7M
Discretionary$135.4M
Non-Disc.$11.4M
Employees3
Clients0
DateFeb 2023
Total AUM$121.4M
Discretionary$112.8M
Non-Disc.$8.7M
Employees3
Clients0
DateMay 2022
Total AUM$126.3M
Discretionary$116.2M
Non-Disc.$10M
Employees2
Clients0
DateFeb 2022
Total AUM$126.3M
Discretionary$116.2M
Non-Disc.$10M
Employees2
Clients0
DateMar 2021
Total AUM$100.5M
Discretionary$91.6M
Non-Disc.$8.9M
Employees2
Clients0