What departments does AO Wealth Advisory have?

AO Wealth Advisory has employees across 2 departments including Finance, Marketing.

What is the largest department at AO Wealth Advisory?

The largest department at AO Wealth Advisory is Finance with 3 employees.

Where are AO Wealth Advisory employees located globally?

AO Wealth Advisory has employees across 1 continents and 1 countries including United States Of America.

How has AO Wealth Advisory's team size changed over time?

AO Wealth Advisory's team has grown from approximately 5 to 6 employees based on available data.

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AO Wealth Advisory Employee Directory

Financial ServicesIowa, United States2-10 Employees

AO Wealth Advisory is a financial planning and investment management firm based in Urbandale, Iowa. The company focuses on helping clients maximize earnings, invest wisely, and support charitable giving and family goals, emphasizing one-on-one communication, client control over financial decisions, and the development of long-term relationships to achieve financial objectives. Serving individuals seeking personalized guidance, the firm operates within the financial services industry, offering tailored planning and investment management to navigate long-term financial planning and charitable considerations. The business has a small professional footprint in the local market, reflecting a client-centered approach anchored in sustained, direct interactions.

AO Wealth Advisory Global Highlights

North America
5

United States Of America
5

AO Wealth Advisory's Leadership

A. O.
Founder | Owner | Financial Planner
Mobile Phone
Email
D. O.
Marketing Director
Mobile Phone
Email
D. O.
Marketing Director
Mobile Phone
Email
E. W.
Certified Financial Planner (tm)
Mobile Phone
Email
D. D.
Associate Financial Planner
Mobile Phone
Email

AO Wealth Advisory Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from AO Wealth Advisory

Name

Title

Contact Info

Location

Last Update

A. O.
Founder | Owner | Financial Planner
Mobile Phone
Email
United StatesIowa
Jun 03, 2026
D. O.
Marketing Director
Mobile Phone
Email
United StatesIowa
Aug 10, 2025
D. O.
Marketing Director
Mobile Phone
Email
United StatesIowa
Apr 16, 2026
E. W.
Certified Financial Planner (tm)
Mobile Phone
Email
United StatesIowa
Jun 08, 2026
D. D.
Associate Financial Planner
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is AO Wealth Advisory known for?

AO Wealth Advisory was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 2570 106th Street Suite a Urbandale, Iowa 50322 United States; you can contact the main corporate office by phone at

+1-515-224-****

. Explore AO Wealth Advisory's company overview page for more information.

What is AO Wealth Advisory's most common email format?

AO Wealth Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AO Wealth Advisory email formats with LeadIQ.

How many employees does AO Wealth Advisory have currently?

AO Wealth Advisory has approximately 6 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are AO Wealth Advisory's key employees and leadership?

As of June 2026, AO Wealth Advisory's key employees include:

Founder | Owner | Financial Planner: A. O.
Marketing Director: D. O.
Marketing Director: D. O.
Certified Financial Planner (tm): E. W.
Associate Financial Planner: D. D.

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AO Wealth Advisory Employee Directory

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