Unclaimed Profile

Walter Raymond Obermeyer

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP·ASPEN, Colorado

Series 65Clean record27 years registeredOBERMEYER WOOD INVESTMENT COUNSEL, LLLP

501 RIO GRANDE PLACE, ASPEN, CO 81611CRD# 4369855Firm CRD# 110069

Profile Verification

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

Identity

Walter Raymond Obermeyer · ASPEN, CO

Registration

CRD #4369855 · 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

Jan 1999 – May 2025

ASPEN, CO

Registrations & Exams

FINRA examinations passed

Series 65

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

Speak with Walter

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Walter is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ASPEN?

Browse all registered financial advisors in ASPEN, Colorado or claim this profile if it's yours.

Browse ASPEN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Walter Raymond Obermeyer offer?

Walter Raymond Obermeyer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Walter Raymond Obermeyer's credentials?

Walter Raymond Obermeyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Walter Raymond Obermeyer located?

Walter Raymond Obermeyer is based in ASPEN, Colorado, last registered with OBERMEYER WOOD INVESTMENT COUNSEL, LLLP.

How does Walter Raymond Obermeyer charge for services?

Walter Raymond Obermeyer'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →