A.o. Wealth Advisory,llc
● SEC registered since 2021CRD 288301SEC# 801-120730Urbandale, IA
Reg. AUM
$213.2M
Employees
7
Accounts
1,124
Location
Urbandale, IA
A.o. Wealth Advisory,llc assets under management
A.o. Wealth Advisory,llc is an investment advisory firm registered with the SEC based in Urbandale, IA. The firm has been registered since 2021. It reports $213.2 million in regulatory assets under management and employs 7 people.
A.o. Wealth Advisory,llc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Bain Obrecht Control | Managing Member And Chief Compliance Officer | Over 75% | 2017 |
| Eric Randall Williams | Part Owner | 5-10% | 2021 |
Frequently asked questions
How much does A.o. Wealth Advisory,llc manage?
A.o. Wealth Advisory,llc reports $213.2 million in regulatory assets under management on its Form ADV.
How many employees does A.o. Wealth Advisory,llc have?
A.o. Wealth Advisory,llc reports 7 employees.
Where is A.o. Wealth Advisory,llc located?
A.o. Wealth Advisory,llc is based in Urbandale, IA and has been SEC-registered since 2021.
Does A.o. Wealth Advisory,llc disclose fund performance?
A.o. Wealth Advisory,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2570 106th Street, Suite a, Urbandale, IA 50322 |
| Phone | 515-224-7849 |
| Office hours | 9-4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$213.2M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$213.2Mregulatory AUM
Discretionary $200.9MNon-discretionary $12.3M