Unclaimed Profile

Lee Worsham Dines

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP·ASPEN, Colorado

Clean record27 years registeredOBERMEYER WOOD INVESTMENT COUNSEL, LLLP

501 RIO GRANDE PLACE, ASPEN, CO 81611CRD# 4374613Firm CRD# 110069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lee Worsham Dines · ASPEN, CO

Registration

CRD #4374613 · OBERMEYER WOOD INVESTMENT COUNSEL, LLLP · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

OBERMEYER WEALTH PARTNERS

Oct 2014 – Aug 2025

DENVER, CO

WOOD INVESTMENT COUNSEL, LLC

Nov 2012 – Oct 2014

DENVER, CO

DAVIS CAPITAL MANAGEMENT, LLC

Jan 1999 – Dec 2012

DENVER, CO

Registrations & Exams

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

CRD 110069 · SEC 801-54953

AUM

$2.4B

Regulatory assets under management

Employees

2,385 client accounts

Services offered by OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OBERMEYER WOOD INVESTMENT COUNSEL, LLLP →

Introduction

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Frequently Asked Questions

What services does Lee Worsham Dines offer?

Lee Worsham Dines specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Lee Worsham Dines's credentials?

Lee Worsham Dines is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lee Worsham Dines located?

Lee Worsham Dines is based in ASPEN, Colorado, last registered with OBERMEYER WOOD INVESTMENT COUNSEL, LLLP.

How does Lee Worsham Dines charge for services?

Lee Worsham Dines's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OBERMEYER WOOD INVESTMENT COUNSEL, LLLP?

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP has approximately 24 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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