RIA Intel›Advisers›Colorado›OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

Advisory

Y·ASPEN, CO

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM
$3.0B
1-Year AUM Growth
+21.7%
3-Year CAGR
+2.1%
Employees
15
Assets Under Management
Total AUM$3.0B
Discretionary AUM$3.0B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,015
Team
Total Employees15
Investment Advisers31
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record86
First FilingMar 26, 2001
Latest FilingJul 31, 2026
🔒 Full AUM trend chart and 86 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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