Adam Bain Obrecht
Investment adviser representative at Ao Wealth Advisory
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$213.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Ao Wealth AdvisoryJun 2017 to now
- A.O. Wealth Advisory,LLC dba Ao Wealth AdvisoryJun 2010 to now
- Broker Dealer Financial Services Corp.Oct 2006 to Dec 2017
- Investment Advisor Corp.Oct 2006 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Ao Wealth Advisory
Legal name: A.O. Wealth Advisory,LLC
$213.2MAssets managed
311Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3231002
- Firm CRD
- 288301