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Bret Rosensweig Hirsh

Obermeyer Wealth Partners

Aspen, CO

CRD 4829322

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Employer firm

Obermeyer Wealth Partners CRD 110069

$3.03B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Obermeyer Wealth Partners

501 Rio Grande Place Suite 107, Aspen, CO 81611 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2018-08-21
  • CO RA
    APPROVED
    Since 2018-08-21

Branch Locations

501 Rio Grande Place Suite 107, Aspen, CO 81611 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
One Tusk Investment Partners New York NY 04/2016 05/2018
  • 04/2016 → 05/2018
    One Tusk Investment Partners
    New York, NY
Other Businesses

I own several real estate investment properties, which I manage.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-24
  • S65 Uniform Investment Adviser Law Examination
    2018-04-24
Other Names
  • Bret Hirsh

View on SEC IAPD

Nearby Firms

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Nearby Investors

Jeffrey Allan Sgroi
ADAM STEVENSON
SARAH KATHERINE STACHNIK

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ASPEN, CO
STEVENSON ADVISORS, LLC · ASPEN, CO
INTEGRATED BENEFITS, INCORPORATED · Aspen, CO

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