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OBERMEYER WEALTH PARTNERS

ASPEN, CO · CRD 110069 · IAPD ↗ · obermeyerwealth.com · 970-925-8747

$3.03BRegulatory AUM
15Advisory reps
31Employees
0Clients
101-250Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — OBERMEYER WEALTH PARTNERS notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2025 — OBERMEYER WEALTH PARTNERS changed its website from obermeyerwood.com to obermeyerwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
April 2025 — OBERMEYER WEALTH PARTNERS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
February 2025 — OBERMEYER WEALTH PARTNERS notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
January 2025 — OBERMEYER WOOD INVESTMENT COUNSEL, LLLP is now doing business as OBERMEYER WEALTH PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
November 2024 — OBERMEYER WOOD INVESTMENT COUNSEL, LLLP notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
May 2024 — OBERMEYER WOOD INVESTMENT COUNSEL, LLLP notice-filed in ID, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — OBERMEYER WOOD INVESTMENT COUNSEL, LLLP added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2024 — OBERMEYER WOOD INVESTMENT COUNSEL, LLLP filed an Item 4A succession naming BOOTH CREEK CAPITAL MANAGEMENT LP (CRD 154415) — one firm absorbed the other.
Firm filed an Item 4A succession naming another adviser: a merger or acquisition between the two (the filing does not say which way the money went). Integration projects follow.
Integration & migration consultingCRMCompliancePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.