Obermeyer Wood Investment Counsel, LLLP, is dedicated to thoughtfully investing its clients’ assets and partnering with them as they navigate life’s financial decisions. We leverage our team’s experience and resources to support the unique financial goals of our clients, their families, and the foundations and corporations they lead. As one of Colorado’s largest independent investment advisory firms, our team serves clients across the United States through our offices in Aspen and Denver.
View Top Employees from Obermeyer Wood Investment Counsel, LLLPWebsite | http://www.obermeyerwood.com |
Revenue | $5.1 million |
Employees | 29 (22 on RocketReach) |
Founded | 2014 |
Address | 501 Rio Grande Place Suite 107, Aspen, Colorado 81611, US |
Phone | (970) 925-8747 |
Fax | (303) 321-8055 |
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Industry | Financial Services, Finance General, Investment Advisory, Finance, Portfolio Management, Asset Allocation, Risk and Liquidity Management, Periodic Portfolio Reviews |
Web Rank | 12 Million |
Keywords | Obermeyerwood |
Competitors | Balboa Wealth Partners, Inc., Klingenstein Fields Advisors, Mill Creek Capital Advisors, Montecito Capital Management , LLC, Perigon Wealth Management, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Obermeyer Wood Investment Counsel, LLLP annual revenue was $5.1 million in 2024.
Wally Obermeyer is the President | Co-Founder of Obermeyer Wood Investment Counsel, LLLP.
22 people are employed at Obermeyer Wood Investment Counsel, LLLP.
Obermeyer Wood Investment Counsel, LLLP is based in Aspen, Colorado.
The NAICS codes for Obermeyer Wood Investment Counsel, LLLP are [523, 52393, 5239, 52].
The SIC codes for Obermeyer Wood Investment Counsel, LLLP are [628, 62].