OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
DBA: OBERMEYER WEALTH PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.03B |
| Discretionary | $3.03B100% of AUM |
| Client Accounts | 2,732 |
| Avg Account Size | $1.1M |
| Employees | 31 |
| Peak AUM | $3.03BMar 2026 |
| AUM CAGR | +12.1% /yrover 25 yrs · 93 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.0B | +16.5% | +16.7% | +9.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $3.03B |
| Discretionary | $3.03B |
| Employees | 31 |
| Client Accounts | 2732 |
| Client Range | 101-250 |
Contact & Location
Address
501 RIO GRANDE PLACE
ASPEN CO 81611
Phone
970-925-8747
Filing History
93 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported