Next-Gen + Best-in-State · rank 20 · Denver, Colorado · listed firm: Obermeyer Wealth Partners
Identity & firm
- Firm — Obermeyer Wealth Partners (high)
- “Brooke P. Gais, CFP® Obermeyer Wealth Partners 200 Columbine Street, Suite 600 Denver, Colorado 80206” — sec_finra_regulatory
- Parent company — independent (high)
- “Offering Independent Investment Advice, Financial Guidance, and Problem-Solving” — firm_official
- “Obermeyer Wealth receives client referrals from Charles Schwab through participation in Schwab Advisor Network® (SAN). SAN is designed to help investors find an independent investment advisor. Schwab is a broker-dealer i” — sec_finra_regulatory
- Firm type — independent_ria (high)
- “a unique identifying number, known as a CRD number, to find our firm there. Our firm's CRD number is 110069.” — sec_finra_regulatory
- “"ind_ia_current_employments": [{"firm_name": "OBERMEYER WEALTH PARTNERS", "firm_ia_sec_number": "54953", "firm_ia_full_sec_number": "801-54953"}]” — sec_finra_regulatory
- Team name — gap: not_applicable
- Team size — 47 (medium)
- “The Obermeyer Wealth Partners Team has a client-first mentality that is woven into our firm culture, influencing what we do for our clients, their families, and the foundations and corporations they lead.” — firm_official
- CRD — 6519113 (high)
- “"ind_source_id": "6519113", "ind_firstname": "BROOKE", "ind_lastname": "Gais", "ind_other_names": ["Brooke Gais", "BROOKE MICAH PERKINS", "Brooke Perkins"]” — sec_finra_regulatory
- Years experience — 11 (high)
- “Business Experience • Obermeyer Wealth Partners, Vice President, 2024–Present, Associate, Client Advisor, 2021–24 • Perella Weinberg Partners, Analyst, 2020 • Twin Brook Capital Partners, Senior Loan Analyst,2017–20 • Mo” — sec_finra_regulatory
- “She has over a decade of financial services experience, including roles at Twin Brook Capital Partners and Morgan Stanley in Chicago.” — firm_official
- Designations — CFP (high)
- “Certified Financial Planner™, 2022 (note: certification registered under Brooke Perkins) Lake Forest College, Lake Forest, IL, BA, Economics, 2015” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 3034 (high)
- “As of December 31, 2025, we were actively managing approximately $3,034,000,000 of clients' assets on a discretionary basis.” — sec_finra_regulatory
- “Team Assets (Custodied): $3B” — forbes_shook
- Account minimum ($M) — 1 (medium)
- “Minimum Account Size: $1M” — forbes_shook
- “Obermeyer Wealth prefers a $2 million per client minimum for investment management services. Obermeyer Wealth occasionally charges a lesser management fee or waives the $2 million client minimum based on certain criteria” — sec_finra_regulatory
- Typical client net worth ($M) — 8 (high)
- “Typical Net Worth of Relationships: $4-12M” — forbes_shook
- Client niche — individuals, families, and non-profit clients (high)
- “She plays an integral role in shaping the client experience, delivering forward-thinking, personalized financial strategies for individuals, families, and non-profit clients.” — firm_official
- Custodians — Charles Schwab (medium)
- “Obermeyer Wealth receives client referrals from Charles Schwab through participation in Schwab Advisor Network® (SAN).” — sec_finra_regulatory
- “Although we recommend certain custodial institutions, it is the client's decision as to which custodian to use.” — sec_finra_regulatory
- Fee model — aum_fee (high)
- “The investment management fee will be charged as a percentage of the market value of assets under management, according to the following schedule: Assets Under Management Annual Fee First $10 million Next $10 million Add” — sec_finra_regulatory
- “our financial advisors don't sell products or earn commissions. This keeps us singularly focused on what matters—delivering objective financial guidance.” — firm_official
Positioning & marketing
- Website url — https://www.obermeyerwealth.com/our-team/ (high)
- “Brooke manages client relationships and guides the strategic direction of the advisory team.” — firm_official
- Value proposition (verbatim) — We help guide you on your path toward financial peace of mind. (high)
- “We help guide you on your path toward financial peace of mind.” — firm_official
- “Brooke leverages deep technical expertise and a client-first mindset to develop innovative, comprehensive solutions.” — firm_official
- Differentiators — No product sales or commissions — objective advice, Fiduciary: legal duty to act in client's best interest, Independent boutique wealth management firm, Operating since 1982 (40+ years), Personal attention and tailored guidance (high)
- “our financial advisors don't sell products or earn commissions. This keeps us singularly focused on what matters—delivering objective financial guidance.” — firm_official
- “Personal Attention and Tailored Guidance Are Central to Our Process” — firm_official
- Content marketing — active (medium)
- “By Brooke Gais, CFP® Vice President, Wealth Advisory” — firm_official
- “Brooke Gais, CFP® and Brian Brady, CFP® to Partner.” — firm_official
- Has podcast — no (medium)
- “Brooke manages client relationships and guides the strategic direction of the advisory team. She plays an integral role in shaping the client experience, delivering forward-thinking, personalized financial strategies for” — firm_official
- Books published — 0 (medium)
- “Brooke leverages deep technical expertise and a client-first mindset to develop innovative, comprehensive solutions.” — firm_official
- Linkedin url — https://www.linkedin.com/in/brooke-gais-cfp%C2%AE-26b00354/ (medium)
- “Brooke Gais, CFP® - Vice President - Obermeyer Wealth ...” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Brooke Gais, CFP® - Obermeyer Wealth Partners | LinkedIn” — social_or_third_party_db
- Press awards — Forbes/SHOOK America's Top Women Wealth Advisors (10th annual), Forbes/SHOOK Best-in-State Wealth Advisors, Forbes/SHOOK 2024 Top Next-Gen Advisors Best-In-State — No. 1 in Colorado (medium)
- “Ali Phillips, President; Dana Nightingale, CFA, CFP®, Senior Vice President; and Brooke Gais, CFP®, Vice President; are among the 100 leaders included in Forbes' 10th annual America's Top Women Wealth Advisors ranking.” — firm_official
- “Rank/Lists: Next Gen Advisors, Best in State Wealth Advisors, Best in State Women Advisors” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “The Obermeyer Wealth Partners Team has a client-first mentality that is woven into our firm culture, influencing what we do for our clients, their families, and the foundations and corporations they lead.” — firm_official
- Logo url — https://www.obermeyerwealth.com/wp-content/uploads/2024/12/oberymeyer-logo-fixed.svg (high)
- “We help guide you on your path toward financial peace of mind.” — firm_official
- Visual brand notes — Navy/deep-blue palette with warm accents; clean modern sans-serif; Colorado mountain landscapes and lifestyle client/team photography; minimalist service iconography and award badges. (medium)
- “We help guide you on your path toward financial peace of mind.” — firm_official
