# Adam Savin

> Adam Savin is a fee-only financial advisor at Obermeyer Wealth Partners in Aspen, Colorado. Obermeyer Wealth Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-savin/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Obermeyer Wealth Partners
- **Based in:** Aspen, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $3.03B across 2,732 accounts
- **CRD:** 2298399 (https://adviserinfo.sec.gov/individual/summary/2298399)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (1993), Series 65 (2012)
- **Firm size:** 31 employees
- **Disclosures:** None reported
- **Website:** http://www.obermeyerwealth.com

## Frequently asked questions

### Is Adam Savin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Obermeyer Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Obermeyer Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is Adam Savin based?

Adam Savin is based in Aspen, Colorado.

### Is Adam Savin registered with the SEC?

Yes. Adam Savin is registered as an investment adviser representative in CO (CRD 2298399), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Obermeyer Wealth Partners manage?

Obermeyer Wealth Partners reports $3.03B across 2,732 accounts in assets under management.

### How do I contact Adam Savin?

Through Adam's website, www.obermeyerwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2298399): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.