Wimmer Associates LLC
Wimmer Associates LLC is an SEC-registered wealth manager in Pasadena, CA with $475.9M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Wimmer Associates LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125243, SEC 801-62730, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $475.9M (2026-04-27)
- Firm type
- Wealth Manager
- Location
- Pasadena, CA
- Employees
- 4
- Clients
- 143
- CRD
- 125243
- Ownership
- WIMMER, WARREN, ROBERT; WIMMER, KATHERINE, JONES; KENNEY, KATHRYN, BURKE; DREYER, KARIN, HELENE
How much AUM does Wimmer Associates LLC have?
Wimmer Associates LLC reported $475.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Wimmer Associates LLC?
Disclosed owners and executives of Wimmer Associates LLC include WIMMER, WARREN, ROBERT, WIMMER, KATHERINE, JONES, KENNEY, KATHRYN, BURKE, DREYER, KARIN, HELENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.