{
  "crd_number": 110069,
  "slug": "obermeyer-wealth-partners-aspen-co-110069",
  "primary_business_name": "OBERMEYER WEALTH PARTNERS",
  "legal_name": "OBERMEYER WOOD INVESTMENT COUNSEL, LLLP",
  "dbas": [],
  "city": "Aspen",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "40090",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1997-10-10",
  "years_registered": 28,
  "period": "2026-10-01",
  "filing_date": "2026-09-14",
  "carried_forward": false,
  "raum_total": 3034106485.0,
  "raum_discretionary": 3034106485.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 31,
  "advisory_employees": 15,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 57752359.0,
      "count": 21
    },
    "individuals": {
      "raum": 177019643.0,
      "count": 545
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 22200874.0,
      "count": 1,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 5213595.0,
      "count": 2,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 2541609482.0,
      "count": 570
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 230310532.0,
      "count": 18
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "HI",
    "IL",
    "KY",
    "MA",
    "MD",
    "MI",
    "MO",
    "MT",
    "NC",
    "NH",
    "NJ",
    "NM",
    "NY",
    "OR",
    "PA",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WY"
  ],
  "websites": [
    "https://facebook.com/obermeyerwealth",
    "https://instagram.com/OBERMEYERWEALTH",
    "https://linkedin.com/company/obermeyerwealth",
    "https://obermeyerwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110069",
  "city_as_filed": "ASPEN",
  "url": "https://advisorcensus.com/firm/obermeyer-wealth-partners-aspen-co-110069",
  "display_name": "Obermeyer Wealth Partners",
  "summary": "Obermeyer Wealth Partners is an SEC-registered investment advisory firm in Aspen, CO, registered since 1997, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.",
  "citation": "AdvisorCensus. Obermeyer Wealth Partners (CRD 110069): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Obermeyer Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Obermeyer Wealth Partners reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Obermeyer Wealth Partners located?",
      "a": "Obermeyer Wealth Partners' principal office is in Aspen, CO, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Obermeyer Wealth Partners registered with the SEC or a state?",
      "a": "Obermeyer Wealth Partners is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 110069."
    },
    {
      "q": "How much does Obermeyer Wealth Partners manage?",
      "a": "Obermeyer Wealth Partners reports $3,034,106,485 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Obermeyer Wealth Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Obermeyer Wealth Partners: Regulatory assets under management: $1,956,386,999 in the October 2021 data and $3,034,106,485 in the October 2026 data, up 55%. Total employees: 20 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Obermeyer Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (570); individuals (other than high net worth individuals) (545); charitable organizations (21)."
    },
    {
      "q": "Which custodians does Obermeyer Wealth Partners use?",
      "a": "Obermeyer Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Obermeyer Wealth Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110069"
    },
    {
      "q": "Does Obermeyer Wealth Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 31, 2026 says: \"Obermeyer Wealth prefers a $2 million per client minimum for investment management services. Obermeyer Wealth occasionally charges a lesser management fee or waives the $2 million client minimum based on certain criteria\""
    },
    {
      "q": "What changed in Obermeyer Wealth Partners' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1956386999.0,
      "total_employees": 20,
      "filing_date": "2021-05-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2447718712.0,
      "total_employees": 23,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1886992273.0,
      "total_employees": 23,
      "filing_date": "2023-06-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2387030933.0,
      "total_employees": 24,
      "filing_date": "2024-06-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2605361223.0,
      "total_employees": 28,
      "filing_date": "2025-05-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3034106485.0,
      "total_employees": 31,
      "filing_date": "2026-09-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 15.",
        "Regulatory assets under management went from $2,605,361,223 to $3,034,106,485 (+16%).",
        "Added an office in Steamboat Springs, CO."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in ID, NE."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NM."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Obermeyer Wealth prefers a $2 million per client minimum for investment management services. Obermeyer Wealth occasionally charges a lesser management fee or waives the $2 million client minimum based on certain criteria"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 2000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Obermeyer Wealth prefers a $2 million per client minimum for investment management services. Obermeyer Wealth occasionally charges a lesser management fee or waives the $2 million client minimum based on certain criteria"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/obermeyer-wealth-partners-aspen-co-110069.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 545,
      "fewer_than_5": false,
      "raum": 177019643.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 570,
      "fewer_than_5": false,
      "raum": 2541609482.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 5213595.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 21,
      "fewer_than_5": false,
      "raum": 57752359.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 22200874.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 18,
      "fewer_than_5": false,
      "raum": 230310532.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110069",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}