Obermeyer Wealth Partners
Aspen, CO·SEC-registered · CRD #110069
Obermeyer Wealth Partners is an SEC-registered investment advisory firm in Aspen, CO managing $3.0B across 2.7k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.0B
Client accounts
2.7k
Advisory staff
15
Fee model
Fee-only
How Obermeyer Wealth Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Obermeyer Wealth Partners
How much does Obermeyer Wealth Partners manage?
Per its most recent SEC Form ADV filing (04/10/2026), Obermeyer Wealth Partners reports $3.0B in regulatory assets under management across roughly 2.7k client accounts.
How does Obermeyer Wealth Partners charge?
Obermeyer Wealth Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Obermeyer Wealth Partners a fiduciary?
Yes. Obermeyer Wealth Partners is registered with the U.S. Securities and Exchange Commission (CRD #110069), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Obermeyer Wealth Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Obermeyer Wealth Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Obermeyer Wealth Partners's public SEC Form ADV filing (CRD #110069, filed 04/10/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Obermeyer Wealth Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Obermeyer Wealth Partners? Claim this profile.