Ao Wealth Advisory
Ao Wealth Advisory is an SEC-registered mass-market adviser in Urbandale, IA with $213.2M assets under management (AUM, regulatory AUM), +45% over one year. See who owns Ao Wealth Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288301, SEC 801-120730, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $213.2M (2026-02-10)
- Firm type
- Mass-Market Adviser
- Location
- Urbandale, IA
- Employees
- 7
- Clients
- 311
- CRD
- 288301
- Ownership
- WILLIAMS, ERIC, RANDALL; OBRECHT, ADAM, BAIN
How much AUM does Ao Wealth Advisory have?
Ao Wealth Advisory reported $213.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Ao Wealth Advisory?
Disclosed owners and executives of Ao Wealth Advisory include WILLIAMS, ERIC, RANDALL, OBRECHT, ADAM, BAIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.