Adam Savin
Obermeyer Wealth Partners · Aspen, Colorado
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.
Request an introduction to Adam →
Facts
| Firm | Obermeyer Wealth Partners |
|---|---|
| Based in | Aspen, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.03B across 2,732 accounts |
| SEC registration | Investment adviser representative in CO · CRD 2298399 |
| Exams passed | Series 63 (1993) · Series 65 (2012) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.obermeyerwealth.com |
How Adam's firm compares
- Obermeyer Wealth Partners's average account is about $1.1 million, from its Form ADV (assets managed divided by 2,732 accounts).
Request an introduction to Adam
Tell Adam a little about what you're looking for. Adam isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.