A.O. Wealth Advisory,LLC
Iowa
Iowa
Registered In
06/04/2010
Incorp. Date
Company Summary
A.O. Wealth Advisory,LLC in Iowa lists Adam Obrecht of Urbandale, IA.
Overview
Registered In
Iowa
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Not Available
Registration Type
Domestic
Search Other Resources
People
|
Adam Obrecht
Registered Agent
|
2570 106TH ST STE A, URBANDALE, IA 50322
|
Showing current associates only (1 of 2 total associates). Create a free account to see the full associate history
Financials
Financial Information for A.O. Wealth Advisory,LLC
Form 5500
A.O. WEALTH ADVISORY, LLC
2570 106th Street Suite A, Urbandale, Ia 50322 (515) 224-7849 EIN:27-2784233 Plan Admin:Adam Obrecht| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameAO WEALTH ADVISORY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$419,978 / $1,052,737 | 2023 | AO WEALTH ADVISORY, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $419,978 / $1,052,737 |
| 2022 | Plan NameAO WEALTH ADVISORY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$327,500 / $419,978 | 2022 | AO WEALTH ADVISORY, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $327,500 / $419,978 |
| 2021 | Plan NameAO WEALTH ADVISORY, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $327,500 | 2021 | AO WEALTH ADVISORY, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $0 / $327,500 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
A.O. WEALTH ADVISORY, LLC
2570 106th St, Urbandale, Ia 50322-3742| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$63,321 Forgiven$63,661 LenderWest Bank Jobs5 | 04/07/2020 | $63,321 | $63,661 | West Bank | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Person/City Match:Adam Obrecht - Urbandale, IA
|
Ao Consulting, LLC
Registered in Iowa
|
Urbandale, IA | View Report |
Sources
The following government agencies have contributed data:
• Iowa Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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