Unclaimed Profile

Maia Andrea Babbs

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP·ASPEN, Colorado

SIE, Series 7, Series 63Clean record11 years registeredOBERMEYER WOOD INVESTMENT COUNSEL, LLLP

501 RIO GRANDE PLACE, ASPEN, CO 81611CRD# 4154898Firm CRD# 110069

Profile Verification

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

Identity

Maia Andrea Babbs · ASPEN, CO

Registration

CRD #4154898 · OBERMEYER WOOD INVESTMENT COUNSEL, LLLP · 11 years registered

Brand Profile

Not yet started

Career History

LARIAT WEALTH MANAGEMENT

Jun 2021 – present

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

May 2015 – Jan 2021

ASPEN, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · May 27, 2015

Years registered · 11

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 Maia Andrea Babbs offer?

Maia Andrea Babbs specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ASPEN, Colorado for a consultation.

What are Maia Andrea Babbs's credentials?

Maia Andrea Babbs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maia Andrea Babbs located?

Maia Andrea Babbs is based in ASPEN, Colorado, working with OBERMEYER WOOD INVESTMENT COUNSEL, LLLP. Their office serves clients in the ASPEN metropolitan area and surrounding communities.

How does Maia Andrea Babbs charge for services?

Maia Andrea Babbs'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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