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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| AO Wealth Advisory LLC
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| CRD # | 288301 |
| SEC # | 801-120730 |
| CIK # | |
| AUM | $174.2 M (2025-07-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 515-224-7849 |
| Address | 2570 106th Street, Suite A Urbandale, IA 50322 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 74.5 |
| (b) Individuals (high net worth individuals) | 46 | 85.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 14.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,139 | 174.2 |
| By Discretionary | ||
| Discretionary | 1,136 | 162.2 |
| Non-Discretionary | 3 | 11.9 |
| Total | 1,139 | 174.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.2 | |
| Total | 1,139 | 174.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sun Financial Inc
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UT | 0.2 |
|
Barnett & Co Inc
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TN | 0.2 |
|
Parsonex Advisory Services Inc
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CO | 0.2 |
|
Candide Group LLC
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|
CA | 0.2 |
|
Gatepass Capital LLC
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|
OH | 0.2 |
|
Financial Life Planners LLC
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|
AZ | 0.2 |
|
Marrick Wealth LLC
✚
|
CA | 0.2 |
|
Shaffer Capital Advisers LLC
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|
OH | 0.2 |
|
Naviquant Capital Management LLC
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|
0.2 | |
|
CapStar Financial Services LLC
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|
TX | 0.2 |