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.
- Registered In
- Iowa
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Not Available
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Adam Obrecht
Registered Agent
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2570 106TH ST STE A, URBANDALE, IA 50322
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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.
Person/City Match:Adam Obrecht - Urbandale, IA
|
Ao Consulting, LLC
Registered in Iowa
|
Urbandale, IA | View Report |
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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