OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

Advisory Business

Type of Organization	Other (specify)
Fiscal Year End	DECEMBER
Legal Location	Colorado, United States

Employees

Total Number of Employees	24
Investment Advisory/Research	14
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	14
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	3

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	2,344	$2.1B
Non-Discretionary	0	$0
Total	2,344	$2.1B

Clients

Type	Number	RAUM
Individuals	507	$1.9B
HNW Individuals	413	$140.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$948,052
Charitable organizations	23	$63.6M
State or municipal gov entities	<5	$18.8M
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	18	$48.3M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-54953
SEC ERA File Number	801-54953
SEC CIK Numbers	1349654
SEC CRD Numbers	110069
Legal Entity Identifier	None

Principal Office

501 RIO GRANDE PLACE
SUITE 107
ASPEN
CO
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic