← Back to searchVisit website
OBERMEYER WEALTH PARTNERS
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
CRD 110069 · SEC 801-54953
501 RIO GRANDE PLACE, SUITE 107, ASPEN, CO, 81611, United States
Phone
970-925-8747
Fax
970-925-8723
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.03B
Discretionary AUM
$3.03B
Team
31 total employees; 15 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 545 | $177.0M |
| High net worth individuals | 570 | $2.54B |
| Pension/profit sharing plans | 2 | $5.2M |
| Charitable organizations | 21 | $57.8M |
| State/municipal entities | 1 | $22.2M |
| Corporations/business entities | 18 | $230.3M |
States served
AZ, CA, CO, IL, KY, MD, MA, MI, MT, NJ, NM, NY, NC, OR, PA, TN, UT, VA, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD