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Owen Thomas Wilson

Obermeyer Wealth Partners

Aspen, CO

Denver, CO

CRD 6731061

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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 2025-08-25
  • CO RA
    APPROVED
    Since 2025-08-25

Branch Locations

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

200 Columbine #600, Denver, CO 80206 • 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
Bessemer Trust New York NY 04/2022 04/2025
The Olayan Group New York NY 09/2018 03/2022
Ubs Investment Bank New York NY 12/2016 08/2018
Ernst & Young New York NY 08/2015 12/2016
Obermeyer Wealth Partners Aspen CO 05/2025 Present
  • 04/2022 → 04/2025
    Bessemer Trust
    New York, NY
  • 09/2018 → 03/2022
    The Olayan Group
    New York, NY
  • 12/2016 → 08/2018
    Ubs Investment Bank
    New York, NY
  • 08/2015 → 12/2016
    Ernst & Young
    New York, NY
  • 05/2025 → Present
    Obermeyer Wealth Partners
    Aspen, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-25
  • S65 Uniform Investment Adviser Law Examination
    2025-08-25

View on SEC IAPD

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STEVENSON ADVISORS, LLC
INTEGRATED BENEFITS, INCORPORATED

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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