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Ryan John Collopy

Obermeyer Wealth Partners

Avon, CO

Aspen, CO

CRD 6959688

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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 2025-07-03
  • CO RA
    APPROVED
    Since 2025-07-03

Branch Locations

137 Benchmark Road, Ste. C103-B1, Avon, CO 81620 • United States

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
Mass Mutual Life Insurance Company Boston MA 05/2018 11/2019
Mml Investors Services Boston MA 08/2019 11/2019
Baystate Financial Boston MA 05/2018 11/2019
St. Michael's College Colchester VT 09/2014 06/2018
Leever Partners Vail CO 01/2020 04/2025
Obermeyer Wealth Partners Aspen CO 05/2025 Present
  • 05/2018 → 11/2019
    Mass Mutual Life Insurance Company
    Boston, MA
  • 08/2019 → 11/2019
    Mml Investors Services
    Boston, MA
  • 05/2018 → 11/2019
    Baystate Financial
    Boston, MA
  • 09/2014 → 06/2018
    St. Michael's College
    Colchester, VT
  • 01/2020 → 04/2025
    Leever Partners
    Vail, CO
  • 05/2025 → Present
    Aspen, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-03
  • S65 Uniform Investment Adviser Law Examination
    2025-07-03

View on SEC IAPD

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