$3.0B Total AUM
$3.0B Disc. AUM
6.5% 3Y CAGR
31 Employees
1,157 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ElementFoundation harbor +more
- Established Date
- 10-10-1997
- Office Locations
- 5
Office Locations
137 Benchmark Road, Ste. C103-B1 Avon CO
200 Columbine Street Suite 600 Denver CO
35 5TH Street Steamboat Springs CO
About Obermeyer Wealth Partners
Obermeyer Wealth Partners is a boutique Colorado wealth manager (Denver, Aspen and Vail) serving high-net-worth families since 1982. They deliver financial planning, asset allocation and discretionary portfolio management, with non-commission, client-first advice from a team that includes CFA and CFP professionals. Portfolios are primarily implemented with ETFs. Recognized in recent Forbes and Barron’s advisor rankings; custody includes Schwab and Fidelity.
Team overview
42 AVG AGE
$202.3M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
5.4 yrs AVG TENURE
31 Employees
15 Advisory Reps
15 RIA Reps
28yrs Firm Age
Insights
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See the complete signal summary connected to north vector.
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See the complete signal summary connected to crest radial.
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Asset Classes
Element Insight Vertex Beacon Beacon north Timber Frontier Pathway delta Legacy capital Eagle
Custodian
Catalyst Value Oak Peak Horizon vital North pioneer Crest Matrix delta Element Vector timber Atlas Ember frontier Prime Pathway wave Fusion Element focus Pathway Oak pathway Peak
Fund Managers
Prime zenith Alpha
Investment Themes
Glacier Foundation Foundation prime Peak Vital value
Investment Vehicles
North focus
Platform
Foundation wave Foundation
Services
Timber Matrix Ridge Atlas Wave ridge Pioneer Pathway foundation Glacier Bridge meridian Vector horizon Vital glacier Peak pioneer
Technology
Summit legacy Wave Optima
Owner & Executives
ALEXANDRA FLYNN PHILLIPS
Chief Compliance Officer, GENERAL PARTNER, Investment Advisor, Limited Partner, President
- CRD
- #2810726
- Ownership
- 10% but less than 25%
(923) 407-8945
ember.value@crestcapital.com
in linkedin.com/in/catalyst-fusion
L
LEE WORSHAM DINES
Limited Partner
- CRD
- #4374613
- Ownership
- 5% but less than 10%
(646) 891-6011
glacier.catalyst@momentumcapital.com
in linkedin.com/in/element-prime
H
Horizon pioneer
Peak ridge pathway
- CRD
- #66662
- Ownership
- 11.6%
(800) 525-1184
crest.element@optimacapital.com
in linkedin.com/in/harbor-beacon
Showing 2 of 9 owners & executives
Unlock allContacts
NICHOLAS SEBASTIAN BARNES
Investment Advisor
- CRD
- #6416673
(308) 370-8166
vertex.glacier@unisoncapital.com
in linkedin.com/in/capital-zenith
Kim Evette Brown
Client Advisor
- CRD
- #7458614
(381) 899-9288
summit.delta@signalcapital.com
in linkedin.com/in/eagle-harbor
A
Alpha quantum
Crest insight
- CRD
- #97864
(899) 874-4440
matrix.oak@primecapital.com
in linkedin.com/in/zenith-prime
Showing 2 of 20 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,034,106,485 | $1,110,581 |
| Non-Discretionary | $0 | -- |
| Total | $3,034,106,485 | $1,110,581 |
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Separately Managed Accounts
Total SMA Asset: $3,034,106,485
Equity - Exchange:
5.4% Public Funds:
29.6% Cash:
13.7% U.S. Government/Agency:
8.8% Derivatives:
10.3% Municipal Bonds:
22.9% Other:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $236,640,452 | 5.4% |
| Public Funds | $1,297,140,257 | 29.6% |
| Cash | $600,365,592 | 13.7% |
| U.S. Government/Agency | $385,636,293 | 8.8% |
| Derivatives | $451,369,751 | 10.3% |
| Municipal Bonds | $1,003,530,807 | 22.9% |
| Other | $407,547,445 | 9.3% |
| Total | $4,382,230,597 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT FRONTIER | DELTA MOMENTUM | VTEGE0STB | QKLJJ | 7.15% | $93,977,093 |
| UNISON BEACON | BRIDGE UNISON | WX1JMR3CW | MFIL | 1.74% | $70,266,549 |
| NORTH CAPITAL | BEACON ALPHA | G6B2OYSD4 | ZMVVR | 7.39% | $110,738,212 |
| ELEMENT BEACON | PIONEER HARBOR | 8J67DDFM0 | XXT | 7.19% | $86,253,115 |
| SIGNAL HARBOR ELEMENT | BEACON DELTA | 2U77K9MF8 | BDK | 4.05% | $98,897,967 |
| RADIAL ATLAS QUANTUM | SUMMIT TIMBER | 48TZ6BANL | HNNL | 0.74% | $114,824,781 |
| FOUNDATION RADIAL VECTOR | ELEMENT UNISON | F741I4US1 | NKA | 0.76% | $76,701,917 |
| OAK ATLAS FOCUS | VITAL OAK | 33JQXOZQD | PVYQH | 11.27% | $21,494,017 |