Obermeyer Wood Investment Counsel LLLP

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Assets, Funds, Holdings

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Obermeyer Wood Investment Counsel LLLP
CRD #110069
SEC #801-54953
CIK #0001349654
AUM $1.9 BB (2023-03-29)
Employees 23 (61% Investors, 0% Brokers)
Phone970-925-8747
Address501 Rio Grande Place
Aspen, CO 81611
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($BB)
3.02.41.81.20.60.01999200720152024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 67.4
GOOG 1,482,566.4 57.7
AON 56,421.9 56.8
UNH 477,004.0 55.0
MA 309,583.1 53.7
MCD 179,584.2 48.9
MASI 7,608.0 43.9
UNP 133,995.4 40.4
LMT 111,953.9 38.5
EQIX 60,902.7 38.4
View All
Holdings by Sector ($MM)
19001520114076038002011201520192024
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 443 0.2
(b) Individuals (high net worth individuals) 470 1.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 0.0
(h) Charitable organizations 20 0.1
(i) State or municipal government entities 1 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 20 0.0
(n) Other 0 0.0
Total 2,344 1.9
By Discretionary
Discretionary 2,344 1.9
Non-Discretionary 0 0.0
Total 2,344 1.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.9
Total 2,344 1.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001349654]
Comparable Firms State AUM ($BB)
Glassman Wealth Services LLC
VA 1.9
McKinley Carter Wealth Services Inc
WV 1.9
Performance Wealth Partners LLC
IL 1.9
West Financial Services Inc
VA 1.9
Courier Capital LLC
NY 1.9
Beirne Wealth Consulting Services LLC
CT 1.9
Foundry Partners LLC
MN 1.9
SFMG LLC
TX 1.9
Windsor Advisory Group LLC
OH 1.9
Efficient Advisors LLC
OH 1.9
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