Key facts
- OBERMEYER WEALTH PARTNERS is a other based in ASPEN, CO.
- OBERMEYER WEALTH PARTNERS reports $3.7M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 110069- Regulatory AUM
- $3.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 31
- Registered office
- ASPEN, CO
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as OBERMEYER WOOD INVESTMENT COUNSEL, LLLP).
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Portfolio
Portfolio — not yet on record
No portfolio companies for OBERMEYER WEALTH PARTNERS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is OBERMEYER WEALTH PARTNERS's AUM?
- OBERMEYER WEALTH PARTNERS manages approximately $3.7M in assets.