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Managing Member and Chief Compliance Officer · AO Wealth Advisory

Adam B. Obrecht

CRD 3231002 · Named on Form ADV at one SEC-registered adviser

At a glance

AO Wealth Advisory, an SEC-registered wealth manager based in Urbandale, IA with $213 million in regulatory assets, lists Adam B. Obrecht on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • AO Wealth AdvisoryManaging Member and Chief Compliance OfficerWealth manager · Urbandale, IA · $213M in regulatory assets

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.