Alexandra Phillips
Obermeyer Wealth Partners · Aspen, Colorado
Alexandra Phillips 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.
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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 2810726 |
| Exams passed | Series 63 (1997) · Series 65 (2005) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.obermeyerwealth.com |
How Alexandra'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).
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Questions about Alexandra
Is Alexandra Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexandra 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 Alexandra charge for financial advice?
Alexandra's firm, Obermeyer Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Alexandra Phillips based?
Alexandra Phillips is based in Aspen, Colorado.
Is Alexandra Phillips registered with the SEC?
Yes. Alexandra Phillips is registered as an investment adviser representative in CO (CRD 2810726), 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 Alexandra Phillips?
Through Alexandra'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.
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