A.O. WEALTH ADVISORY,LLC of URBANDALE, IA is an SEC-registered investment adviser (CRD 288301). Regulatory assets under management: $213.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| 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 | — |