Obermeyer Wealth Partners logo

Obermeyer Wealth Partners

Updated today

Client AUM

$2,718,629,125

Clients

1,115

Advisors

19

of 31 employees

About

Obermeyer Wealth Partners provides discretionary investment management and related financial planning to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, charitable organizations, corporations, and government entities. The brochure describes ongoing portfolio management as the core service and also documents referrals for tax preparation, estate‑document generation via a third‑party platform, access to private investments, and the option for trustee or secured‑loan arrangements.

The firm’s investment approach is long‑term and value‑oriented, emphasizing fundamental company analysis, valuation, and a portfolio mix of researched common stocks, bonds, mutual funds, and ETFs with generally low turnover. Obermeyer also notes it continues a dividend‑oriented strategy acquired with Booth Creek Capital Management and treats cash as an asset class while coordinating with clients’ other professional advisors.

Obermeyer traces its record to predecessor firms (a 2014 merger and a 2024 acquisition) and discloses predecessor performance from those legacy businesses in its materials. Compared with many multi‑team peers, the firm explicitly works with state and municipal government clients, typically charges percentage‑of‑AUM fees under a published sliding schedule rather than a standard fixed‑fee product, and will on occasion serve as trustee for client accounts, which can create custody arrangements.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting

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Fee options

Fixed

Occasionally charge a flat fee based on certain criteria; specific amounts not stated.

Percentage

$0 - $10 million: 1.0% $10 million - $20 million: 0.75% $20 million+: 0.5%

Other

Account minimum: $2 million

Main office

501 Rio Grande Place, Suite 107

Aspen CO 81611

Advisors at this office

19

Most active in

Arizona · California · Colorado · Connecticut · Florida · Hawaii · Illinois · Kentucky · Maryland · Massachusetts · Michigan · Missouri · Montana · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Oregon · Pennsylvania · Tennessee · Texas · Utah · Virginia · Washington · Wyoming

Also doing business as

Obermeyer Asset Management Co · Obermeyer Asset Management, LLC · Obermeyer Wealth Partners · Obermeyer Wood Investment Counsel, Lllp

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan C

Series 65

Aspen, CO

Obermeyer Wealth Partners

Ryan Collopy is a financial advisor at Obermeyer Wealth Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Leever Partners and several other firms. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach emphasizing fundamental analysis and a portfolio mix of common stocks, bonds, mutual funds, and ETFs.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

Dana N

CFP®, CFA®

Aspen, CO

Obermeyer Wealth Partners

Dana Nightingale is a CFP® and CFA® credentialed advisor with 13 years of industry experience. She has been with Obermeyer Wood Investment Counsel, LLLP since 2012. Obermeyer Wealth Partners provides discretionary investment management and financial planning to a range of clients, including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and a diversified portfolio of stocks, bonds, mutual funds, and ETFs.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

Matthew L

Series 65

Aspen, CO

Obermeyer Wealth Partners

Matthew Ladley is a financial advisor at Obermeyer Wealth Partners with a Series 65 designation and no prior industry experience. Before joining Obermeyer, he worked in roles including at US Ski and Snowboard and Icon Source Inc. Outside of financial advising, he owns and manages several residential investment properties. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and low turnover.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

Bret H

Series 65

Aspen, CO

Obermeyer Wealth Partners

Bret Hirsh is a financial advisor with Obermeyer Wealth Partners in Aspen, CO, holding a Series 65 designation and eight years of industry experience. He previously worked at One Tusk Investment Partners for two years. Outside of advisory work, he manages several real estate investment properties. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and maintains a dividend-oriented strategy while coordinating with clients’ other professional advisors.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

Kim B

Series 65

Aspen, CO

Obermeyer Wealth Partners

Kim Brown is a financial advisor at Obermeyer Wealth Partners with four years of industry experience and holds a Series 65 credential. She has been associated with Obermeyer Wood Investment Counsel since 2009. Outside of her advisory role, she operates Aspen Custom Vans, a campervan conversion and rental business, alongside her husband. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach focused on fundamental analysis and low-turnover portfolios, and it also works with state and municipal government clients and offers trustee services.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

Roger H

CFA®

Aspen, CO

Obermeyer Wealth Partners

Roger Hennefeld is a CFA® charterholder with 27 years of industry experience. He has worked at Obermeyer Wood Investment Counsel, LLLP since 2008. Obermeyer Wealth Partners provides discretionary investment management and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach with an emphasis on fundamental analysis, low turnover, and a dividend-oriented strategy.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

Caroline D

Series 66

Aspen, CO

Obermeyer Wealth Partners

Caroline Duke is a financial advisor at Obermeyer Wealth Partners in Aspen, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Obermeyer Wealth Partners, she worked at Merrill and Capital One as well as Berkeley Research Group. Obermeyer Wealth Partners offers discretionary investment management and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm emphasizes a long-term, value-oriented investment approach focused on fundamental analysis, low turnover, and a dividend-oriented strategy, while also providing services such as tax preparation referrals and trustee arrangements.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

Jeffrey S

Series 63, Series 65

Aspen, CO

Obermeyer Wealth Partners

Jeffrey Susman is a financial advisor at Obermeyer Wealth Partners with 23 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Obermeyer, he worked at JPMorgan Chase Bank NA and Foreside Fund Services, LLC. Outside of his advisory role, he is an assistant soccer coach and serves on the investment committees of Jewish Colorado and Graland Country Day School. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and low turnover, and it also serves state and municipal government clients.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

Hayden P

CFP®, Series 63, Series 65, Series 66

Aspen, CO

Obermeyer Wealth Partners

Hayden Porter is a CFP® professional at Obermeyer Wealth Partners with eight years of industry experience. His career includes roles at Morgan Stanley, LPL Financial, Kroll, and OnDeck Capital before joining Obermeyer Wood Investment Counsel in 2022. Obermeyer Wealth Partners provides discretionary investment management and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment strategy focused on fundamental analysis and dividend-oriented portfolios, serving both high-net-worth and institutional clients.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

Nicholas B

CFA®, Series 65

Aspen, CO

Obermeyer Wealth Partners

Nicholas Barnes is a CFA® charterholder with 11 years of industry experience. He is currently with Obermeyer Wealth Partners and previously worked at Vantage Investment Partners for eight years. Barnes holds a Series 65 license and is based in Aspen, CO. Obermeyer Wealth Partners offers discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm emphasizes a long-term, value-oriented investment approach focused on fundamental analysis and maintains a dividend-oriented strategy while coordinating with clients' other professional advisors.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

Brian B

Series 65

Aspen, CO

Obermeyer Wealth Partners

Brian Brady is a financial advisor at Obermeyer Wealth Partners in Aspen, CO, holding a Series 65 credential with four years of industry experience. He previously worked at Vertafore, Inc. and the US-Ireland Alliance before joining Obermeyer Wood Investment Counsel in 2018. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to a range of clients including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and maintains a dividend-oriented strategy while coordinating with clients’ other professional advisors.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

Brooke G

CFP®

Aspen, CO

Obermeyer Wealth Partners

Brooke Gais is a CFP® professional with three years of industry experience, currently with Obermeyer Wealth Partners in Aspen, CO. Her work history includes roles at Obermeyer Wood Investment Counsel, Perella Weinberg Partners, Twin Brook Capital Partners, and Morgan Stanley. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm’s investment approach is long-term and value-oriented, focusing on fundamental company analysis and maintaining a portfolio of researched common stocks, bonds, mutual funds, and ETFs with generally low turnover.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

William G

Series 65

Aspen, CO

Obermeyer Wealth Partners

William Gorman is a financial advisor at Obermeyer Wealth Partners in Aspen, CO. He holds a Series 65 designation and has been with Obermeyer since 2025. Prior to this, he held roles at several firms including dss+ and Revel with Dinnerthyme. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach focused on fundamental analysis and low turnover, and also serves state and municipal government clients.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

Adam S

Series 63, Series 65

Aspen, CO

Obermeyer Wealth Partners

Adam Savin is a financial advisor at Obermeyer Wealth Partners with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 14 years at Booth Creek Capital Management LP before joining Obermeyer Wood Investment Counsel, LLLP. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach focused on fundamental analysis and maintains a dividend-oriented strategy inherited from Booth Creek Capital Management.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
user avatar

Maya D

Series 66

Aspen, CO

Obermeyer Wealth Partners

Maya Dammen is a financial advisor at Obermeyer Wealth Partners with a Series 66 designation and one year of industry experience. Her prior work includes roles at Fidelity Investments, IMA Financial Group, and The Bank of Denver, as well as experience outside finance in retail and food service. Obermeyer Wealth Partners provides discretionary investment management and financial planning to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and low-turnover portfolios, serving a diverse client base including state and municipal governments.

Private / alternative investments Charitable giving & philanthropy Cash flow / budgeting
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