# A.O. WEALTH ADVISORY,LLC

A.O. WEALTH ADVISORY,LLC of URBANDALE, IA is an SEC-registered investment adviser.

## Registration

- CRD: 288301
- Type: SEC-registered investment adviser
- SEC file number: 801-120730
- Location: 2570 106TH STREET, SUITE A, URBANDALE, IA, 50322
- Phone: 515-224-7849
- Latest filing: 2026-02-10
- Regulatory AUM: $213.2M
- Discretionary AUM: $200.9M
- Non-discretionary AUM: $12.3M
- Clients: 7
- Accounts: 1,124

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Adam Bain Obrecht | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Eric Randall Williams | PART OWNER | — |
| OBRECHT ADAM BAIN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS ERIC RANDALL | PART OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288301/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288301/similar
- Related entities: https://search.stillhousedata.com/firm/288301/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288301

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.