# Obermeyer Wealth Partners

> Mobile access to account information, document sharing, and advisor communication for wealth management. (iPhone/iPad app by Obermeyer Wood Investment Counsel, LLLP.)

- Source: https://appshunter.io/ios/app/obermeyer-wealth-partners/id1484869019 (this page in markdown: same URL + `.md`)
- Developer: [Obermeyer Wood Investment Counsel, LLLP](https://appshunter.io/developer/1484869018)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2019-10-25
- Data updated: 2026-07-26
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/obermeyer-wealth-partners/id1484869019/reviews.md

## What is Obermeyer Wealth Partners?

This Mobile App allows you to view account information, securely share documents, and easily contact your advisor.

## Key features

- View account information
- Secure document sharing
- Contact your advisor
- Investment management
- Wealth management tools


## Frequently asked questions about Obermeyer Wealth Partners

### 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.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-29

- 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

### 5.17.1 — 2025-05-06

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-07

Bug fixes and performance enhancements.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-26.*