Owen Thomas Wilson
Investment adviser representative at Obermeyer Wealth Partners
11 yearsExperience
1 stateRegistered in
$3BFirm assets
28 yearsFirm in business
Are you Owen Thomas Wilson? Claim your profile
Contact this firm
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 PartnersMay 2025 to now
- Bessemer TrustApr 2022 to Apr 2025
- The Olayan GroupSep 2018 to Mar 2022
- UBS Investment BankDec 2016 to Aug 2018
- Ernst & YoungAug 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 6731061
- Firm CRD
- 110069