OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
Legal name: OBERMEYER WEALTH PARTNERS
CRD #110069 SEC #801-54953 ASPEN, CO 970-925-8747
SEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
Employees
28
Clients
101
Accounts
2,552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.6B | $2.6B | $0 | 28 | 0 |
| May 2025 | $2.6B | $2.6B | $0 | 28 | 0 |
| Mar 2025 | $2.6B | $2.6B | $0 | 28 | 0 |
| Jan 2025 | $2.4B | $2.4B | $0 | 24 | 0 |
| Dec 2024 | $2.4B | $2.4B | $0 | 24 | 0 |
| Oct 2024 | $2.4B | $2.4B | $0 | 24 | 0 |
| Jun 2024 | $2.4B | $2.4B | $0 | 24 | 0 |
| Apr 2024 | $2.1B | $2.1B | $0 | 24 | 0 |
| Mar 2024 | $2.1B | $2.1B | $0 | 24 | 0 |
| Nov 2023 | $1.9B | $1.9B | $0 | 23 | 0 |
| Jun 2023 | $1.9B | $1.9B | $0 | 23 | 0 |
| Mar 2023 | $1.9B | $1.9B | $0 | 23 | 0 |
| Nov 2022 | $2.4B | $2.4B | $0 | 23 | 0 |
| Mar 2022 | $2.4B | $2.4B | $0 | 23 | 0 |
| Jan 2022 | $2.3B | $2.3B | $0 | 23 | 0 |
| Dec 2021 | $2.3B | $2.3B | $0 | 23 | 0 |
| Oct 2021 | $2B | $2B | $0 | 20 | 0 |
| May 2021 | $2B | $2B | $0 | 20 | 0 |
| Apr 2021 | $2B | $2B | $0 | 20 | 0 |
| Mar 2021 | $2B | $2B | $0 | 20 | 0 |
| Nov 2020 | $1.5B | $1.5B | $0 | 18 | 0 |
| Oct 2020 | $1.5B | $1.5B | $0 | 18 | 0 |
| Jun 2020 | $1.5B | $1.5B | $0 | 18 | 0 |
| Mar 2020 | $1.5B | $1.5B | $0 | 18 | 0 |
| Feb 2020 | $1.3B | $1.3B | $0 | 18 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 18 | 0 |
| Mar 2018 | $1.6B | $1.6B | $0 | 18 | 0 |
| Nov 2017 | $1.5B | $1.5B | $0 | 18 | 0 |
| Aug 2017 | $1.5B | $1.5B | $0 | 18 | 800 |
| Aug 2017 | $1.5B | $1.5B | $0 | 18 | 800 |
| Aug 2017 | $1.5B | $1.5B | $59.5M | 18 | 800 |
| Jul 2017 | $1.5B | $1.5B | $59.5M | 18 | 800 |
| Mar 2017 | $1.5B | $1.5B | $59.5M | 18 | 800 |
| Nov 2016 | $1.6B | $1.5B | $44.4M | 17 | 900 |
| Mar 2016 | $1.6B | $1.5B | $44.4M | 17 | 900 |
| Dec 2015 | $1.7B | $1.7B | $45M | 17 | 900 |
| Oct 2015 | $1.7B | $1.7B | $45M | 17 | 900 |
| Sep 2015 | $1.7B | $1.7B | $45M | 16 | 900 |
| Aug 2015 | $1.7B | $1.7B | $45M | 16 | 900 |
| Mar 2015 | $1.7B | $1.7B | $45M | 17 | 900 |
| Dec 2014 | $1.7B | $1.6B | $43.1M | 17 | 900 |
| Dec 2014 | $1.7B | $1.6B | $43.1M | 17 | 900 |
| Oct 2014 | $1.7B | $1.6B | $43.1M | 11 | 900 |
| Oct 2014 | $1.7B | $1.6B | $43.1M | 11 | 900 |
| Sep 2014 | $927.9M | $883.4M | $44.5M | 11 | 500 |
| Mar 2014 | $927.9M | $883.4M | $44.5M | 11 | 500 |
| Jan 2014 | $927.9M | $883.4M | $44.5M | 11 | 500 |
| Oct 2013 | $847.5M | $814.4M | $33.1M | 11 | 500 |
| Jun 2013 | $847.5M | $814.4M | $33.1M | 11 | 500 |
| May 2013 | $847.5M | $814.4M | $33.1M | 11 | 500 |
| Mar 2013 | $847.5M | $814.4M | $33.1M | 11 | 500 |
| Nov 2012 | $766.9M | $741M | $25.9M | 10 | 500 |
| May 2012 | $766.9M | $741M | $25.9M | 6 | 500 |
| Mar 2012 | $766.9M | $741M | $25.9M | 6 | 500 |
| Feb 2012 | $766.9M | $741M | $25.9M | 6 | 500 |
| Mar 2011 | $763.8M | $737.2M | $26.6M | 10 | -- |
| Feb 2011 | $763.8M | $737.2M | $26.6M | 10 | -- |
| Oct 2010 | $659M | $640.9M | $18.1M | 10 | -- |
| Jun 2010 | $659M | $640.9M | $18.1M | 10 | -- |
| Mar 2009 | $525.3M | $510M | $15.3M | 10 | -- |
| Nov 2007 | $554.9M | $524.6M | $30.2M | 10 | -- |
| Sep 2007 | $554.9M | $524.6M | $30.2M | 10 | -- |
| Mar 2007 | $554.9M | $524.6M | $30.2M | 10 | -- |
| Mar 2007 | $455M | $425.6M | $29.4M | 10 | -- |
| Jan 2006 | $455M | $425.6M | $29.4M | 10 | -- |
| Nov 2005 | $359.1M | $345.3M | $13.8M | 10 | -- |
| Mar 2004 | $265.8M | $253.2M | $12.6M | 10 | -- |
| Mar 2002 | $180.7M | $179.7M | $1.1M | 10 | -- |
DateNov 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees28
Clients0
DateMay 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees28
Clients0
DateMar 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees28
Clients0
DateJan 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees24
Clients0
DateDec 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees24
Clients0
DateOct 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees24
Clients0
DateJun 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees24
Clients0
DateApr 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees24
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees24
Clients0
DateNov 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees23
Clients0
DateJun 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees23
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees23
Clients0
DateNov 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees23
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees23
Clients0
DateJan 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees23
Clients0
DateDec 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees23
Clients0
DateOct 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees20
Clients0
DateMay 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees20
Clients0
DateApr 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees20
Clients0
DateNov 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees18
Clients0
DateOct 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees18
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees18
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees18
Clients0
DateFeb 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients0
DateNov 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees18
Clients0
DateAug 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees18
Clients800
DateAug 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees18
Clients800
DateAug 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$59.5M
Employees18
Clients800
DateJul 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$59.5M
Employees18
Clients800
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$59.5M
Employees18
Clients800
DateNov 2016
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$44.4M
Employees17
Clients900
DateMar 2016
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$44.4M
Employees17
Clients900
DateDec 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$45M
Employees17
Clients900
DateOct 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$45M
Employees17
Clients900
DateSep 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$45M
Employees16
Clients900
DateAug 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$45M
Employees16
Clients900
DateMar 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$45M
Employees17
Clients900
DateDec 2014
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$43.1M
Employees17
Clients900
DateDec 2014
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$43.1M
Employees17
Clients900
DateOct 2014
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$43.1M
Employees11
Clients900
DateOct 2014
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$43.1M
Employees11
Clients900
DateSep 2014
Total AUM$927.9M
Discretionary$883.4M
Non-Disc.$44.5M
Employees11
Clients500
DateMar 2014
Total AUM$927.9M
Discretionary$883.4M
Non-Disc.$44.5M
Employees11
Clients500
DateJan 2014
Total AUM$927.9M
Discretionary$883.4M
Non-Disc.$44.5M
Employees11
Clients500
DateOct 2013
Total AUM$847.5M
Discretionary$814.4M
Non-Disc.$33.1M
Employees11
Clients500
DateJun 2013
Total AUM$847.5M
Discretionary$814.4M
Non-Disc.$33.1M
Employees11
Clients500
DateMay 2013
Total AUM$847.5M
Discretionary$814.4M
Non-Disc.$33.1M
Employees11
Clients500
DateMar 2013
Total AUM$847.5M
Discretionary$814.4M
Non-Disc.$33.1M
Employees11
Clients500
DateNov 2012
Total AUM$766.9M
Discretionary$741M
Non-Disc.$25.9M
Employees10
Clients500
DateMay 2012
Total AUM$766.9M
Discretionary$741M
Non-Disc.$25.9M
Employees6
Clients500
DateMar 2012
Total AUM$766.9M
Discretionary$741M
Non-Disc.$25.9M
Employees6
Clients500
DateFeb 2012
Total AUM$766.9M
Discretionary$741M
Non-Disc.$25.9M
Employees6
Clients500
DateMar 2011
Total AUM$763.8M
Discretionary$737.2M
Non-Disc.$26.6M
Employees10
Clients--
DateFeb 2011
Total AUM$763.8M
Discretionary$737.2M
Non-Disc.$26.6M
Employees10
Clients--
DateOct 2010
Total AUM$659M
Discretionary$640.9M
Non-Disc.$18.1M
Employees10
Clients--
DateJun 2010
Total AUM$659M
Discretionary$640.9M
Non-Disc.$18.1M
Employees10
Clients--
DateMar 2009
Total AUM$525.3M
Discretionary$510M
Non-Disc.$15.3M
Employees10
Clients--
DateNov 2007
Total AUM$554.9M
Discretionary$524.6M
Non-Disc.$30.2M
Employees10
Clients--
DateSep 2007
Total AUM$554.9M
Discretionary$524.6M
Non-Disc.$30.2M
Employees10
Clients--
DateMar 2007
Total AUM$554.9M
Discretionary$524.6M
Non-Disc.$30.2M
Employees10
Clients--
DateMar 2007
Total AUM$455M
Discretionary$425.6M
Non-Disc.$29.4M
Employees10
Clients--
DateJan 2006
Total AUM$455M
Discretionary$425.6M
Non-Disc.$29.4M
Employees10
Clients--
DateNov 2005
Total AUM$359.1M
Discretionary$345.3M
Non-Disc.$13.8M
Employees10
Clients--
DateMar 2004
Total AUM$265.8M
Discretionary$253.2M
Non-Disc.$12.6M
Employees10
Clients--
DateMar 2002
Total AUM$180.7M
Discretionary$179.7M
Non-Disc.$1.1M
Employees10
Clients--