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OBERMEYER WEALTH PARTNERS
ASPEN, CO
970-925-8747
SEC #801-54953Total AUM
$3B
Employees
31Clients
1,157Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
501 RIO GRANDE PLACE
SUITE 107
ASPEN
CO 81611
United States
SUITE 107
ASPEN
CO 81611
United States
Operating Hours
7:30AM TO 4:30PM
Monday - Friday
Monday - Friday
Phone
970-925-8747
Other Offices
3
Financials
Total AUM
$3B
Accounts
2,732Discretionary
$3B
Accounts
2,732Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
545AUM
$177M
HNW Individual Clients
570AUM
$2.5B
Pension/Profit Sharing Plan Clients
2AUM
$5.2M
Charitable Organization Clients
21AUM
$57.8M
Government Entity Clients
1AUM
$22.2M
Corporation or Business Clients
18AUM
$230.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLHIILKYMAMDMIMOMTNCNHNJNMNYORPATNTXUTVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.