Obermeyer Wealth Partners

RIASEC RegisteredEst. 1997

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 serves both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. It describes itself as a capital allocator and offers financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside advisers as part of its advisory services. The firm is not classified as an active ESG investor and does not report multi-state adviser status. Obermeyer Wealth Partners has been recognized in industry lists and publications, including placements in FA Magazine (2020), Forbes (2022, 2023 and 2024) and CNBC’s Top 100 Financial Advisory Firms (2025).