Archived App (Last seen on 26 Jul 2026)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Access your financial account details, securely exchange important documents, and connect with your financial advisor. This app provides a convenient way to manage your investments and stay in touch with your wealth management team.
What's New in Obermeyer Wealth Partners
5.19.0
May 29, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
MoreFAQ
What can I do with Obermeyer Wealth Partners?
Obermeyer Wealth Partners allows you to view your account information, securely share documents with your advisor, and easily contact your advisor. It's designed for convenient access to your financial management tools.
Is Obermeyer Wealth Partners free to use?
Yes, Obermeyer Wealth Partners is available for free. There are no charges to download or use the app's core features.
What devices support Obermeyer Wealth Partners?
Obermeyer Wealth Partners is supported on iPhone, iPad, and iPod devices. It is optimized for the iOS ecosystem.
How secure is Obermeyer Wealth Partners for sharing documents?
The app is designed for secure document sharing, allowing you to exchange important financial information with your advisor with confidence. Specific security protocols are employed to protect your data.
How often is Obermeyer Wealth Partners updated?
The app was last updated on May 29, 2025, with version 5.19.0. This indicates regular updates to ensure functionality and security.
What is the age rating for Obermeyer Wealth Partners?
Obermeyer Wealth Partners has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.
Does Obermeyer Wealth Partners have ads?
No, Obermeyer Wealth Partners does not contain advertisements. As a free application, it focuses on providing a clean user experience without interruptions.
How can I contact my advisor through Obermeyer Wealth Partners?
The app provides an easy way to contact your advisor directly. Look for the contact or messaging features within the app's interface to initiate communication.
