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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...
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
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.
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.
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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