Investment adviser · CRD 125243
WIMMER ASSOCIATES LLC
Investment adviser filing (IA)
WIMMER ASSOCIATES I, LLC
PASADENA, CA, United States · Form ADV filed Apr 27, 2026
- Regulatory AUM
- $476M Form ADV · Item 5.F
- Client accounts
- 151 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 112 | $440,352,000 | 92.5% |
| Individuals | 31 | $17,120,000 | 3.6% |
| Charities | Fewer than 5 | $8,263,000 | 1.7% |
| Other clients | Fewer than 5 | $8,172,000 | 1.7% |
| Corporations & businesses | Fewer than 5 | $2,038,000 | 0.4% |
Filing source
Form ADV 2076154 · Apr 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
155 NORTH LAKE AVENUE, SUITE 440PASADENA, CA, 91101-1848, United States
CRD 125243
Filing source
Form ADV 2076154 · Apr 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.