# AO WEALTH ADVISORY

AO WEALTH ADVISORY is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 288301
- **SEC file number:** 801-120730
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288301

## About

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.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Infrastructure

## 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.

## Related profiles

- [Cirrus Capital](https://altss.com/profile/cirrus-capital-llc)
- [Keymark Financial](https://altss.com/profile/keymark-financial)

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Last updated: 2026-07-06T01:24:11.460Z

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