Obermeyer Wealth Partners is an SEC registered investment adviser with a primary office location in Aspen, CO. Its latest Form ADV filing, dated April 10, 2026, reports $3.0B in regulatory assets under management, 31 employee, 3 offices, and 2,732 accounts.
Assets Under Management
$3.0B
Employees
31
Offices
3 offices
Total Clients
1,157
Primary office
ASPEN, CO
501 RIO GRANDE PLACE, SUITE 107, ASPEN, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.3% of total clients.
Top client categories% of clientsClients
1
HNWI
49.3%
570
2
Individuals
47.1%
545
3
Charitable
1.8%
21
4
Corporations
1.6%
18
5
Pension Plans
0.2%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of April 10, 2026
Discretionary100.0%
$3.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.0B
Total Accounts2,732
10Y AUM Change+$1.5B (+100.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee37:1
10Y Employee Change+13 (+72.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.