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AO Wealth Advisory

AO Wealth Advisory

Financial ServicesFlag of US2570 106th Street, Suite A, United States1-10 Employees

Company overview

Headquarters2570 106th Street, Suite A, Urbandale, IA 50322, US
Phone number+15152247849
Website
NAICS52
SIC628
Keywords
Risk Management, Insurance Services, Wealth Management, Education Planning, Financial Planning, Estate Planning, Investment Management, Retirment Planning, Certified Financial Planner, Philanthropic, Kingdom Advisor
Founded2010
Employees1-10
Socials

Key Contacts at AO Wealth Advisory

Flag of US

Adam Obrecht

Founder | Owner | Financial Planner

Flag of US

Denise Obrecht

Marketing Director

AO Wealth Advisory Email Formats

AO Wealth Advisory uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@aowealthadvisory.com), used 60% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@aowealthadvisory.com
60%
{last name}{last name}
doedoe@aowealthadvisory.com
40%

About AO Wealth Advisory

AO Wealth Advisory is a financial planning and investment management firm. My mission is to help clients maximize what they earn, invest wisely, and give generously to their family, charities and community. I promise my clients one-on-one communication, control over their financial decisions, and a long term relationship to achieve their financial goals.

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AO Wealth Advisory revenue & valuation

Annual revenue$9,262,813
Revenue per employee$1,544,000
Estimated valuation?$29,700,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Director
Founder/Owner

Employees by Department

AO Wealth Advisory has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

AO Wealth Advisory has never raised funding before.

AO Wealth Advisory Tech Stack

Discover the technologies and tools that power AO Wealth Advisory's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Google Workspace

Email

Adobe Fonts

Adobe Fonts

Font scripts

Modernizr

Modernizr

JavaScript libraries

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Squarespace Commerce

Squarespace Commerce

Ecommerce

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

core-js

core-js

JavaScript libraries

Frequently asked questions

AO Wealth Advisory is located in 2570 106th Street, Suite A, US.
You can reach AO Wealth Advisory at +15152247849.
AO Wealth Advisory was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.
AO Wealth Advisory has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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