Walter Raymond Obermeyer
Professional Summary
Walter Raymond Obermeyer was a registered financial advisor. Walter was a previously registered financial professional and started their career in finance 1999 - 2025. Walter had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Retirement Planning
Biography
Obermeyer Wood Investment Counsel is one of Colorado's largest RIAs, with roots dating back to 1982. We serve families in over 40 states through our offices in Aspen ad Denver, CO. Our firm is guided by our core principles: A disciplined process, an independent perspective, and a commitment to putting clients first. We deploy a strategic, value-oriented investment process in managing clients accounts, and position ourselves as our clients' financial sounding board to help them...
Other Aliases
There are no additional aliases reported.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
No current employment
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
Years of Experience
27 years in the financial services industry
Current & Past Employments
Education
Harvard Business School
1985 - 1986
Harvard College
Economics
Economics
1980 - 1984
Harvard University
1980 - 1984
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
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 |
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
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.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
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
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.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Walter
- Estate & Legacy Planning
- Investment Management
- Financial Planning
- Retirement Planning
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
MORGAN STANLEY
SOLTIS INVESTMENT ADVISORS, LLC
