OBERMEYER WEALTH PARTNERS

Legal name: OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

CRD 110069File 801-54953

APPROVED

Retail clients

Custody

Filing as of Jul 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.03B

Top 25% of cohort (national)

Discretionary AUM

$3.03B

Clients

1,157

2,732 accounts

Employees

Top 10% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Other (specify)
Firm type: Registered
SEC region: DRO
Registration date: Oct 10, 1997
Principal office: 501 RIO GRANDE PLACE, SUITE 107, ASPEN, CO, 81611
Phone: 970-925-8747
Website: HTTP://WWW.OBERMEYERWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.03B
Discretionary AUM: $3.03B
Non-discretionary AUM: $0
Discretionary accounts: 2,732
Non-discretionary accounts: 0
Total accounts: 2,732
AUM per client: $2.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	18	$230.3M
Charitable organizations	21	$57.8M
High net worth individuals	570	$2.54B
Pension and profit sharing plans	Fewer than 5	$5.2M
State or municipal government entities	Fewer than 5	$22.2M
Individuals (other than high net worth individuals)	545	$177.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.