Obermeyer Wealth Partners
SEC RegisteredA Boutique Wealth Management & Financial Advisor Firm in Colorado
About the firm
Obermeyer Wealth Partners is a boutique Colorado-based wealth management firm with offices in Aspen, Denver, Steamboat, and Vail that has served clients since 1982. The firm offers investment management, financial planning, and related wealth management services, with approximately $3 billion in assets under management and clients across 40+ states.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers investment management, asset allocation, risk management, financial planning, retirement planning, Social Security strategy and Medicare planning, tax strategy, cash flow management, philanthropic planning, wealth transfer and succession planning, education planning, and business succession planning.
Who they serve
High-net-worth families and individuals nationwide seeking wealth management and financial planning services.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10 million | 1.00% |
| Next $10 million | 0.75% |
| Additional amounts above $20 million | 0.50% |
Data as of September 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Obermeyer Wealth Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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