Obermeyer Wealth Partners

RIASEC Registered

Total AUM

$3B

Discretionary

$3B

100% of AUM

Avg account

$1.1M

Accounts

2,732

Employees

Advisory reps

Firm details

Headquarters: Aspen, Colorado
CRD number: 110069
Registered since: October 10, 1997
Website: www.obermeyerwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI83.77%
Corporations / Businesses7.59%
Individuals5.83%
Charitable Organizations1.9%
State / Municipal Government0.73%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Obermeyer Wealth Partners is an independent registered investment adviser that has been SEC-registered since 1997. The firm operates as a capital allocator to both individual and institutional clients and charges fees on a percentage-of-AUM basis. Advisory capabilities listed by the firm include comprehensive financial planning, portfolio management for individuals, small businesses and larger institutions, and the selection of outside managers. The firm identifies equities as its preference and does not characterize itself as an active ESG investor. The firm has received multiple industry recognitions over recent years, including listings in FA Magazine (2020), Forbes (2022, 2023, 2024) and CNBC’s Top 100 Financial Advisory Firms (2025).