Adam Maxwell Savin
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
OBERMEYER ASSET MANAGEMENT CO | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | OBERMEYER WEALTH PARTNERS | OBERMEYER ASSET MANAGEMENT, LLC
Contact Information
Main Address
501 Rio Grande Place Suite 107, Aspen, CO 81611Phone Number
(970) 925-8747# of Employees
31SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,732AUM (Assets Under Management)
$3,034,106,485Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2026 | Cover Page | Report |
| 11/21/2025 | Cover Page | Report |
| 06/27/2024 | Cover Page | Report |
| 12/22/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
OBERMEYER ASSET MANAGEMENT CO | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | OBERMEYER WEALTH PARTNERS | OBERMEYER ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Nov 1998Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Adam Maxwell Savin's CRS (Customer Relationship Summary).
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