OBERMEYER WEALTH PARTNERS

501 Rio Grande Place
Suite 107
Aspen, Colorado 81611
Tel: 970-925-8747

About OBERMEYER WEALTH PARTNERS

OBERMEYER WEALTH PARTNERS, formally registered with the SEC as OBERMEYER WEALTH PARTNERS. The firm was established in 10/10/1997. They have over 4 offices throughout the country.

OBERMEYER WEALTH PARTNERS is a Aspen, Colorado based Financial Planning firm with nearly $2,387,030,933 assets under management, offering retirement planning & investment advisory services to 2385 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110069
SEC#	801-54953
Assets Managed by Firm	$2,387,030,933
No. of Clients	2385
No. of Advisors	24

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2385	$2,387,030,933
Individuals (other than high net worth individuals)	417	$226,867,678
High net worth individuals	516	$2,028,203,178
Pension and profit sharing plans	2	$1,031,277
Charitable organizations	22	$65,512,015
Corporations or other businesses	19	$46,028,516

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TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
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