# OBERMEYER WEALTH PARTNERS

OBERMEYER WEALTH PARTNERS is a Multi Family Office based in Aspen, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Aspen, United States
- **Region:** North America
- **Address:** Aspen, CO, United States
- **Founded:** 2013
- **Assets under management:** $1.5B—$3B (Altss estimate)
- **Website:** obermeyerwealth.com
- **LinkedIn:** https://www.linkedin.com/company/obermeyerwealth

## Regulatory record

- **CRD number:** 110069
- **SEC file number:** 801-54953
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-10T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110069

## About

OBERMEYER WEALTH PARTNERS is an SEC-registered investment adviser in ASPEN, CO, registered since 1997. The firm manages approximately $3.0 billion in assets. It has 31 employees and 15 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Private Equity
- Venture Capital

## Offices

- Denver, CO, United States

## People

- Wally Obermeyer — President and Chief Investment Officer
- Tom Obermeyer — CEO

## Questions

### Who runs investment decisions at Obermeyer Wealth Partners?

Wally Obermeyer serves as president and chief investment officer. He previously spent roughly a decade at Harvard Management Company, where he managed a $2.3 billion domestic equities portfolio for the university's endowment. His brother Tom Obermeyer holds the CEO role.

### How does Obermeyer Wealth Partners source its deal flow?

The firm leans on relationships cultivated through decades in the ski industry, the Harvard Management Company investment network, and its presence in Colorado's entrepreneurial community. Its real-asset focus gives it a distinct sourcing channel in mountain-region real estate and development that is less accessible to coastal family offices.

### How does Wally Obermeyer's background at Harvard Management Company influence the firm's strategy?

His endowment experience built a top-down risk discipline and a manager-selection process that is more systematic than what most family-owned shops employ. The firm applies an institutional asset-allocation lens to private capital — treating private equity, venture, credit, and real estate as components of a total-portfolio framework, rather than a collection of opportunistic bets.

## Related profiles

- [OARSMAN CAPITAL, INC](https://altss.com/profile/oarsman-capital-inc)
- [Asset Management Group](https://altss.com/profile/asset-management-group-inc)

---

Last updated: 2026-07-06T01:24:22.366Z

Canonical page: https://altss.com/profile/obermeyer-wealth-partners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology