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 fee-based adviser, charging clients a percentage of assets under management, and serves both individual and family clients as well as institutional and business accounts. It identifies as a capital allocator and lists advisory services including financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm is not positioned as an ESG investor and is not classified as a multistate or newly formed adviser. Obermeyer Wealth Partners has received industry recognition in multiple outlets, including FA Magazine (2020), Forbes (2022, 2023, 2024), and CNBC (Top 100 Financial Advisory Firms, 2025).