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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.
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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
--
- CRD
- #7384875
Jose Luis Leon III
--
- 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
Total SMA Asset: $213,203,341
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $966,133,214 | 11.7% |
| Equity - Exchange | $1,089,996,447 | 13.2% |
| Cash | $957,875,666 | 11.6% |
| Corporate - Investment Grade | $1,940,523,978 | 23.5% |
| Other | $1,899,236,233 | 23.0% |
| U.S. Government/Agency | $1,403,783,303 | 17.0% |
| Total | $8,257,548,841 | 100.0% |