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General Partner, Limited Partner and President · Obermeyer Wealth Partners

Alexandra F. Phillips

CRD 2810726 · Named on Form ADV at one SEC-registered adviser

At a glance

Obermeyer Wealth Partners, an SEC-registered wealth manager based in Aspen, CO with $3.0 billion in regulatory assets, lists Alexandra F. Phillips on its Form ADV as General Partner, Limited Partner and President, a control person.

Firms and roles

  • Obermeyer Wealth PartnersGeneral Partner, Limited Partner and PresidentWealth manager · Aspen, CO · $3.0B in regulatory assets

AtlasMembers

Alexandra’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

  • Roger D. HennefeldLimited Partner and Vice President, Obermeyer Wealth Partners
  • Lee W. DinesLimited Partner and SVP Emeritus, Obermeyer Wealth Partners
  • Dana L. NightingaleLimited Partner and Senior Vice President, Obermeyer Wealth Partners
  • Bret R. HirshLimited Partner and Vice President, Obermeyer Wealth Partners
  • Adam M. SavinLimited Partner and Vice President, Obermeyer Wealth Partners

4 more people named with Alexandra on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexandra’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.