| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Bain Obrecht Control | Managing Member And Chief Compliance Officer | Over 75% | 2017 |
| Eric Randall Williams | Part Owner | 5-10% | 2021 |
A.o. Wealth Advisory,llc reports $174.2 million in regulatory assets under management on its Form ADV.
A.o. Wealth Advisory,llc reports 3 employees.
A.o. Wealth Advisory,llc is based in Urbandale, IA and has been SEC-registered since 2021.
A.o. Wealth Advisory,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2570 106th Street, Suite a, Urbandale, IA 50322 |
| Phone | 515-224-7849 |
| Office hours | 9-4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $162.2M |
| Non-discretionary | $11.9M |
| Total (RAUM) | $174.2M |