# William Gorman

> William Gorman 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/william-gorman/
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:** 8218693 (https://adviserinfo.sec.gov/individual/summary/8218693)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 65 (2026)
- **Firm size:** 31 employees
- **Disclosures:** None reported
- **Website:** http://www.obermeyerwealth.com

## Frequently asked questions

### Is William Gorman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?

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

### Where is William Gorman based?

William Gorman is based in Aspen, Colorado.

### Is William Gorman registered with the SEC?

Yes. William Gorman is registered as an investment adviser representative in CO (CRD 8218693), 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 William Gorman?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8218693): 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.