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AO WEALTH ADVISORY
AO WEALTH ADVISORY is an SEC-registered investment adviser in URBANDALE, IA, registered since 2021.
AO WEALTH ADVISORY
AO WEALTH ADVISORY is an SEC-registered investment adviser in URBANDALE, IA, registered since 2021. The firm manages $213 million in assets, with $201 million on a discretionary basis. It has 7 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Who runs investment decisions at AO WEALTH ADVISORY?
The firm does not publicly name its investment committee or CIO. Decision-making is handled by a group of principals, most of whom have prior experience at large financial institutions. No individual leader is identified by name in public materials.
How does AO WEALTH ADVISORY source proprietary deal flow?
The firm sources opportunities through a network of operating partners, other family offices, and direct relationships with middle-market companies. It emphasizes direct co-investments and special situations rather than relying on fund-of-funds structures.
Is AO WEALTH ADVISORY structured as a single-family office or multi-family office?
AO WEALTH ADVISORY is structured as a multi-family office and a registered investment advisor (RIA). This allows it to serve multiple high-net-worth families and institutions with a fiduciary duty, offering pooled investment vehicles and tailored advisory services.
What investment stages does AO WEALTH ADVISORY typically target?
The firm focuses on direct co-investments across private credit, real estate, hedge funds, and infrastructure. It does not concentrate on a single stage but rather seeks opportunities where it can add value through capital and structuring expertise.
Does AO WEALTH ADVISORY participate in fund commitments or only direct deals?
The firm participates in both fund commitments and direct deals. It makes co-investments alongside established fund managers and also engages in proprietary direct investments, particularly in private credit and real estate.
Which sectors does AO WEALTH ADVISORY focus on?
Publicly available information indicates AO WEALTH ADVISORY focuses on private credit, real estate, hedge funds, and infrastructure. The firm does not publicly disclose any sectors it explicitly avoids.
Where does the underlying wealth come from?
The firm does not disclose the wealth origin of its clients. As a multi-family office, it serves families who have built wealth through diverse channels, but no specific family branch or industrial origin is publicly attributed to the firm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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