URBANDALE, IACRD 288301Latest ADV February 10, 2026
Ao Wealth Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Urbandale, IA. Its latest Form ADV filing, dated February 10, 2026, reports $213M in regulatory assets under management, 7 employees, and 1,124 accounts.
Assets Under Management
$213M
Employees
7
Offices
--
Total Clients
311
Primary office
URBANDALE, IA
2570 106TH STREET, SUITE A, URBANDALE, IA, United States
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
238
2
HNWI
19.3%
60
3
Pension Plans
4.2%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$213Mas of February 10, 2026
Discretionary94.2%
$201M
94% of total RAUM94.2%
Non-discretionary5.8%
$12M
6% of total RAUM5.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$213M
Total Accounts1,124
10Y AUM Change+$113M (+112.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee44:1
10Y Employee Change+5 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.