Jeffrey Susman
Obermeyer Wealth Partners · Denver, Colorado
Jeffrey Susman is a fee-only financial advisor at Obermeyer Wealth Partners in Denver, 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 | Denver, 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 4078631 |
| Exams passed | Series 63 (2000) · Series 65 (2007) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.obermeyerwealth.com |
How Jeffrey'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 Jeffrey
Is Jeffrey Susman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey's firm, Obermeyer Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey Susman based?
Jeffrey Susman is based in Denver, Colorado.
Is Jeffrey Susman registered with the SEC?
Yes. Jeffrey Susman is registered as an investment adviser representative in CO (CRD 4078631), 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 Jeffrey Susman?
Through Jeffrey'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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