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AO WEALTH ADVISORY
2570 106th Street, Suite A
Urbandale, Iowa 50322
Tel: 515-224-7849
About AO WEALTH ADVISORY
AO WEALTH ADVISORY, formally registered with the SEC as AO WEALTH ADVISORY. The firm was established in 04/08/2021. They have over 1 offices throughout the country.
AO WEALTH ADVISORY is a Urbandale, Iowa based Financial Planning firm with nearly $146,749,163 assets under management, offering retirement planning & investment advisory services to 1091 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288301 |
| SEC# | 801-120730 |
| Assets Managed by Firm | $146,749,163 |
| No. of Clients | 1091 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1091 | $146,749,163 |
| Individuals (other than high net worth individuals) | 266 | $71,327,208 |
| High net worth individuals | 32 | $61,943,512 |
| Pension and profit sharing plans | 6 | $13,478,443 |
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|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
| $93,913,367,327 | 643 | 645 | |
| $88,549,358,554 | 213 | 258 | |
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| $16,157,423,229 | 212836 | 383 |
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