findmyFA.app
The register of American financial advisors

Home / Firms / Ao Wealth Advisory

Ao Wealth Advisory

CRD 288301  ·  Urbandale, IA  ·  $213.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
288301
SEC number
801-120730
Firm type
RIA
Assets under management
$213.2M as of Feb 10, 2026
Website
www.instagram.com/aowealthadvisory ↗
Phone
515-224-7849
Address
2570 106th Street, Suite A, Urbandale, IA, 50322

Advisors at this firm

4 in our index · page 1 of 1

1–4 of 4

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 288301 ↗ FINRA BrokerCheck record for firm CRD 288301 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.