OBERMEYER WEALTH PARTNERS

RIASEC RegisteredEst. 1997
Total AUM
$3B
Discretionary
$3B
100% of AUM
Avg account
$1.1M
Accounts
2,732
Employees
31
Advisory reps
21

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 serves both individual and institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, and selection of third-party advisers. It operates as a capital allocator and charges fees based on a percentage of assets under management. Obermeyer does not identify as an active ESG investor. The firm has been recognized in industry lists over recent years, including appearances in FA Magazine (2020), multiple Forbes lists (2022, 2023, 2024), and CNBC’s Top 100 Financial Advisory Firms (2025).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 12%, US Government Bonds 6%, State & Local Bonds 1%, Derivatives 1%, Other 1%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents12%
  • US Government Bonds6%
  • State & Local Bonds1%

Owners & executives

1 of 1

  • Charlton Rugg

    Chief Compliance OfficerCRD 6774892

Contacts

3 of 20

  • Matthew Ladley

    Wealth AdvisorCRD 8202434

  • HAYDEN PORTER

    Client AdvisorCRD 6385641

  • BRET HIRSH

    Vice PresidentCRD 4829322

Unlock 17 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 117

Active vs passive

$869M in ETFs

Passive

85%

$740M

Active

14%

$130M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$193M601,79022.20%
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Location

Primary office

ASPEN, CO

PITKIN

Location

ASPEN, CO

Headquartered in ASPEN, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.

Metro area
Edwards-Glenwood Springs, CO
Region
West
County
PITKIN
Address
501 Rio Grande Pl
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth