Wealth Manager
    SEC Registered
    Manages Private Funds

    Obermeyer Wealth Partners

    Registered investment advisor · Aspen, Colorado · CRD #110069

    Assets Under Management
    $3B
    Client Accounts
    2,732
    Employees
    33
    CRD Number
    110069
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Obermeyer Wealth Partners

    Obermeyer Wealth Partners is an independent investment advisory firm founded in 2014, based in Colorado, offering wealth management services across the U.S. It employs 11-50 staff and does not sell products or earn commissions.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Obermeyer Wealth Partners

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    Frequently Asked Questions

    What is Obermeyer Wealth Partners's AUM?

    Obermeyer Wealth Partners reports approximately $3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Obermeyer Wealth Partners headquartered?

    Obermeyer Wealth Partners is headquartered in Aspen, Colorado.

    What is Obermeyer Wealth Partners's CRD number?

    Obermeyer Wealth Partners's CRD number is 110069. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Obermeyer Wealth Partners manage?

    Obermeyer Wealth Partners manages approximately 2,732 client accounts according to its latest SEC filing.

    Is Obermeyer Wealth Partners SEC registered?

    Yes, Obermeyer Wealth Partners is registered with the SEC as an investment adviser with an approved registration status.

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