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- Custodian
- Charles Schwab & Company · Principal · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-16-2017
- Office Locations
- 1
Office Locations
About AO Wealth Advisory
AO Wealth Advisory is an Urbandale, IA RIA providing collaborative financial planning alongside investment management, with dedicated retirement planning and charitable/“joyful giving” guidance. The firm serves individuals and families, including entrepreneurs, and implements portfolios primarily using public funds and ETFs. Custody is through Charles Schwab, and planning is supported by eMoney.
Reported data analysis
What the numbers show
Between July 18, 2025 and February 10, 2026, reported AUM increased 22.4%, from $174.2M to $213.2M.
Across 5 reported observations, AUM increased 68.8% between May 26, 2022 and February 10, 2026, from $126.3M to $213.2M.
Of the latest reported AUM, 94.2% is discretionary and 5.8% is non-discretionary.
The firm reports 4 advisory representatives and 311 clients, or 77.8 clients per representative. That equates to $685.5K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full AO Wealth Advisory record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ADAM BAIN OBRECHT
Chief Compliance Officer, Managing Member
- CRD
- #3231002
- Ownership
- 75% or more
ERIC RANDALL WILLIAMS
Certified Financial Planner
- CRD
- #6448810
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Daycen Steele Douglass
Financial Planning Assistant
- CRD
- #7384875
Jose Luis Leon III
Associate Financial Planner
- CRD
- #7736026
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,919,186 | $179,232 |
| Non-Discretionary | $12,284,155 | $4,094,718 |
| Total | $213,203,341 | $189,683 |
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Separately Managed Accounts
SMA allocation detail is available
AO Wealth Advisory has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.