AO WEALTH ADVISORY

Overview

AO Wealth Advisory is an independent registered investment adviser that opened for SEC registration in 2021 and operates as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional and business clients. Its advisory services center on financial planning, discretionary portfolio management for individuals, small businesses and institutions, and client education through seminars and workshops. AO Wealth Advisory also operates as an insurance broker, which shapes product availability and how it implements certain solutions. The firm’s fee model is mixed: percentage of AUM, hourly fees and fixed fees are used depending on the engagement. AO Wealth Advisory reports a predominantly discretionary practice, indicating a client base that delegates day-to-day portfolio decisions. The firm is not a capital allocator and does not identify as an active ESG investor. Its practice is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices