Brooke Gais
Investment adviser representative at Obermeyer Wealth Partners
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Obermeyer Wealth PartnersSep 2023 to now
- Obermeyer Wood Investment Counsel, LllpJan 2021 to now
- Perella Weinberg PartnersJul 2020 to Jan 2021
- Twin Brook Capital PartnersMay 2017 to Jul 2020
- Morgan StanleyAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 6519113
- Firm CRD
- 110069