# Obermeyer Wealth Partners

> 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.

- CRD: 110069
- Filed as: OBERMEYER WEALTH PARTNERS
- Legal name: Obermeyer Wood Investment Counsel, LLLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Aspen, CO
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110069
- AdvisorCensus page: https://advisorcensus.com/firm/obermeyer-wealth-partners-aspen-co-110069

## Quick answers

**How is Obermeyer Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Obermeyer Wealth Partners reports these compensation arrangements: a percentage of assets under its management.

**Where is Obermeyer Wealth Partners located?**
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).

**Is Obermeyer Wealth Partners registered with the SEC or a state?**
Obermeyer Wealth Partners is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 110069.

**How much does Obermeyer Wealth Partners manage?**
Obermeyer Wealth Partners reports $3,034,106,485 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have Obermeyer Wealth Partners' assets and staff changed since 2021?**
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.

**What types of clients does Obermeyer Wealth Partners serve?**
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).

**Which custodians does Obermeyer Wealth Partners use?**
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.

**Does Obermeyer Wealth Partners report any disciplinary disclosures?**
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

**Does Obermeyer Wealth Partners state an account minimum?**
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"

**What changed in Obermeyer Wealth Partners' recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,034,106,485
- Discretionary: $3,034,106,485
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 545 | $177,019,643 |
| High net worth individuals | 570 | $2,541,609,482 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $5,213,595 |
| Charitable organizations | 21 | $57,752,359 |
| State or municipal government entities (including government pension plans) | 1 | $22,200,874 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 18 | $230,310,532 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1997 (28 years)
- Employees: 31 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Denver, CO
- Steamboat Springs, CO

### Websites listed on Form ADV (Item 1.I)
- obermeyerwealth.com
- Facebook @obermeyerwealth
- Instagram @OBERMEYERWEALTH
- LinkedIn @obermeyerwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,956,386,999 | 20 | May 13, 2021 |
| October 2022 | $2,447,718,712 | 23 | March 25, 2022 |
| October 2023 | $1,886,992,273 | 23 | June 2, 2023 |
| October 2024 | $2,387,030,933 | 24 | June 13, 2024 |
| October 2025 | $2,605,361,223 | 28 | May 29, 2025 |
| October 2026 | $3,034,106,485 | 31 | September 14, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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.

### January 2026
- No longer registered or notice-filed in ID, NE.

### December 2025
- Registered or notice-filed in NM.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Obermeyer Wealth Partners (CRD 110069): Form ADV filing data as of October 2026.