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Nicholas Sebastian Barnes

Investment adviser representative at Obermeyer Wealth Partners
13 yearsExperience
1 stateRegistered in
CFADesignation
$3BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Obermeyer Wealth PartnersNov 2021 to now
  2. Obermeyer Wood Investment Counsel LllpMay 2021 to now
  3. Vantage Investment PartnersOct 2013 to Apr 2021

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (CO).

Obermeyer Wealth Partners

Legal name: Obermeyer Wood Investment Counsel, Lllp

$3BAssets managed
1,157Clients
19Advisers
28 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6416673
Firm CRD
110069
Advisor's SEC record (opens in a new tab)
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