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 and operates as a domestic entity with individual ownership. The firm serves both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Its advisory services focus on financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of outside advisers when specialized expertise is required. The firm is identified as a capital allocator rather than a product sponsor and does not position itself as an active ESG investor. The firm has been recognized in industry rankings over the past several years, appearing on lists from FA Magazine (2020), Forbes (2022, 2023, 2024), and CNBC (Top 100 Financial Advisory Firms, 2025).