Investment adviser · CRD 288301
AO WEALTH ADVISORY
Investment adviser filing (IA)
A.O. WEALTH ADVISORY,LLC
URBANDALE, IA, United States · Form ADV filed Feb 10, 2026
- Regulatory AUM
- $213M Form ADV · Item 5.F
- Client accounts
- 1,124 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 60 | $119,744,689 | 56.2% |
| Individuals | 238 | $78,537,447 | 36.8% |
| Retirement plans | 13 | $14,921,205 | 7.0% |
Filing source
Form ADV 2052089 · Feb 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2570 106TH STREET, SUITE AURBANDALE, IA, 50322, United States
CRD 288301
Filing source
Form ADV 2052089 · Feb 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.