AO Wealth Advisory
Financial Services • 
2570 106th Street, Suite A, United States • 1-10 Employees
Company overview
| Headquarters | 2570 106th Street, Suite A, Urbandale, IA 50322, US |
| Phone number | +15152247849 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Insurance Services, Wealth Management, Education Planning, Financial Planning, Estate Planning, Investment Management, Retirment Planning, Certified Financial Planner, Philanthropic, Kingdom Advisor |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contacts at AO Wealth Advisory
Adam Obrecht
Founder | Owner | Financial Planner
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.
| Format | Example | Percentage |
|---|---|---|
{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.
AO Wealth Advisory revenue & valuation
| Annual revenue | $9,262,813 |
| Revenue per employee | $1,544,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $29,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
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.
Font scripts
JavaScript libraries
JavaScript libraries
Security
Ecommerce
Tag managers
Hosting
JavaScript frameworks
Security
Miscellaneous
JavaScript libraries
Portugal
United Kingdom
Austria
NetherlandsFrequently asked questions
4.8
40,000 users
