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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Obermeyer Wood Investment Counsel LLLP
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|---|---|
| CRD # | 110069 |
| SEC # | 801-54953 |
| CIK # | 0001349654 |
| AUM | $2.6 B (2025-05-29) |
| Employees | 28 (46% Investors, 0% Brokers) |
| Phone | 970-925-8747 |
| Address | 501 Rio Grande Place Aspen, CO 81611 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 424 | 0.1 |
| (b) Individuals (high net worth individuals) | 548 | 2.2 |
| (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 | 0.0 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,552 | 2.6 |
| By Discretionary | ||
| Discretionary | 2,552 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,552 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 2,552 | 2.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001349654] |
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|---|---|---|
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PA | 2.6 |
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Gibson Capital LLC
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Fairway Wealth LLC
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|
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MA | 2.6 |
|
Barwick & Partners Inc
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|
WA | 2.6 |
|
Windsor Advisory Group LLC
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|
OH | 2.6 |
|
Monograph Wealth Advisors LLC
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|
CA | 2.6 |