A.O. WEALTH ADVISORY,LLC
Doing business as AO WEALTH ADVISORY. SEC Form ADV profile.
Total regulatory AUM
$213,203,341
Discretionary
$200,919,186
Non-discretionary
$12,284,155
Firm details
- CRD number
- 288301
- SEC file number
- 801-120730
- Main office
- URBANDALE, IA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.