AO Wealth Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$198,282,136
Clients
298
20% high-net worth
Advisors
4
of 7 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
75
HighAverage account size
$665,376
About
AO Wealth Advisory serves individual investors (including high-net-worth clients) as well as retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing financial planning, personalized investment management, and consulting engagements. The firm acts as a fiduciary and delivers tailored plans covering cash flow, retirement, tax, estate, and insurance planning alongside portfolio construction and ongoing account supervision.
The firm combines fundamental and technical analysis with quantitative historical modeling to build customized portfolios, using a mix of long- and short-term purchases, option writing (including covered options), and periodic rebalancing. AO Wealth typically manages accounts on a discretionary basis but will accommodate non-discretionary arrangements and offers project-based consulting at an hourly or fixed-fee basis.
Compared with many peers, the firm discloses that one or more supervised persons are licensed insurance agents and may receive commissions for insurance products, a potential conflict of interest that the brochure notes and that clients are free to decline. The firm also participates in educational programs and workshops, provides fee arrangements for certain employer-sponsored plans (including a reduced-fee 403(b) arrangement described in the brochure), and maintains a staff with multiple professional credentials, which the firm cites as part of its advisory resources.
Client services
Expertise
Occupation focus
Fee options
Some project work quoted on lump sum basis depending on complexity; fixed fees not exceeding $1,200 prepaid more than six months in advance.
$0.00 - $299,999.99: 1.25% annually $300,000 - $749,999.99: 1.15% annually $750,000 - $1,249,999.99: 1.00% annually $1,250,000 - $2,499,999.99: 0.90% annually $2,500,000 - $4,999,999.99: 0.75% annually $5,000,000 - $9,999,999.99: 0.60% annually $10,000,000 - $24,999,999.99: 0.50% annually
$300 per hour for consulting services
Monthly service fee for financial planning and consulting services not to exceed $300; maximum prepayment of $1,200 for six months.
Fee-only: Financial planning and consulting services charged monthly up to $300; hourly rate $300; fixed fees for some projects quoted as lump sum; no prepayment of fees more than six months in advance and in excess of $1,200.
Main office location
AO Wealth Advisory
2570 106 Th Street, Suite A
Urbandale IA 50322, United States
Number of offices
1
Most active in
Iowa · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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