Adam M. Savin

OBERMEYER WEALTH PARTNERS

Aspen, CO 81611

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CRD#: 2298399

Professional summary

Adam Maxwell Savin is a registered financial advisor currently at OBERMEYER WEALTH PARTNERS located in Aspen, Colorado.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Adam has worked at 7 firms and has passed the Series 65, Series 63, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Maxwell Savin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 28, 2024 - Present

OBERMEYER WEALTH PARTNERS

Office #1: 501 Rio Grande Place Suite 107, Aspen, CO 81611

RIA

CRD#: 110069

Aspen, CO

Past

June 27, 2012 - February 15, 2024

BOOTH CREEK CAPITAL MANAGEMENT LP

RIA

CRD#: 154415

AVON, CO

Past

December 15, 2008 - October 20, 2009

LEDGEMONT CAPITAL MARKETS LLC

CRD#: 119340

NEW YORK, NY

Past

February 23, 2005 - July 24, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 4, 1998 - February 18, 2005

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

January 13, 1994 - April 30, 1998

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

May 19, 1993 - December 23, 1993

REICH & CO., INC.

CRD#: 19611

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OBERMEYER WEALTH PARTNERS

OBERMEYER ASSET MANAGEMENT CO | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | OBERMEYER WEALTH PARTNERS | OBERMEYER ASSET MANAGEMENT, LLC

CRD#: 110069 / SEC#: 801-54953

RIA

Registered Investment Advisory firm - (10/10/1997 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(2/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/26/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/4/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 11/3/1998

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 5/18/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/18/2000

General Securities Principal Examination

Current Firm

OBERMEYER WEALTH PARTNERS

OBERMEYER ASSET MANAGEMENT CO | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | OBERMEYER WEALTH PARTNERS | OBERMEYER ASSET MANAGEMENT, LLC

CRD#: 110069 / SEC#: 801-54953

RIA

Registered Investment Advisory firm - (10/10/1997 Approved)

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Contact information

Main Address

501 Rio Grande Place Suite 107, Aspen, CO 81611

Mailing Address

Phone number

(970) 925-8747

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

20250529 OWP FORM ADV PART 2A (5/29/2025)

Regulatory assets under management

Total Number of Accounts	2,552
AUM (Assets Under Management)	$ 2,605,361,223

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/21/2025	Cover Page	Report
06/27/2024	Cover Page	Report
12/22/2023	Cover Page	Report
02/06/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Adam M. Savin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Maxwell Savin's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOOTH CREEK CAPITAL MANAGEMENT LP

LEDGEMONT CAPITAL MARKETS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY & CO. LLC

PRUDENTIAL EQUITY GROUP, LLC

REICH & CO., INC.

Primary Firm SEC Registration

OBERMEYER WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2012

Series 63

Date: 6/4/1993

Series 55

Date: 11/3/1998

Series 7

Date: 5/18/1993

Series 24

Date: 7/18/2000

Current Firm

OBERMEYER WEALTH PARTNERS

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

OBERMEYER WEALTH PARTNERS

TRUST BUT VERIFY

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