Ao Wealth Advisory

Ao Wealth Advisory (CRD# 288301) is a financial advisory firm headquartered in Urbandale, IA. They manage $146,749,163 in 1,091 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    1,091
    ACCOUNTS
  • Average Account Value
    $134,509
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, TX

Financial Advisors at Ao Wealth Advisory
Showing 1 - 3 of 3 top financial advisors.
1
Adam B. Obrecht
CRD#: 3231002
2570 106th Street, Suite A, Urbandale, IA 50322

Adam Obrecht (CRD# 3231002) is an Investment Advisor Representative working at AO Wealth Advisory in Urbandale, IA and has over 19 years of experience in the finance industry. Adam Obrecht has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Eric R. Williams
CRD#: 6448810
2570 106th Street, Suite A, Urbandale, IA 50322
Eric Williams (CRD# 6448810) is an Investment Advisor Representative working at Ao Wealth Advisory in Urbandale, IA and has 1 year of experience in the finance industry.
3
Daycen S. Douglass
CRD#: 7384875
2570 106th Street, Suite A, Urbandale, IA 50322

Daycen Douglass (CRD# 7384875) is an Investment Advisor Representative working at Ao Wealth Advisory in Urbandale, IA and has 1 year of experience in the finance industry.

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