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| Happy Holidays!! thanks for using AUM13F!! |
| Wimmer Associates I LLC
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|---|---|
| CRD # | 125243 |
| SEC # | 801-62730 |
| CIK # | |
| AUM | $441.1 M (2025-04-15) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 626-683-3150 |
| Address | 155 North Lake Avenue Pasadena, CA 91101-1848 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 16.0 |
| (b) Individuals (high net worth individuals) | 99 | 369.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 7.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.9 |
| (n) Other | 18 | 46.2 |
| Total | 147 | 441.1 |
| By Discretionary | ||
| Discretionary | 129 | 394.8 |
| Non-Discretionary | 18 | 46.2 |
| Total | 147 | 441.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 441.1 | |
| Total | 147 | 441.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rosecap Investment Advisors LLC
✚
|
CO | 0.4 |
|
Granite Bay Wealth Management LLC
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NH | 0.4 |
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Zuraw Financial Advisors LLC
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NC | 0.4 |
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Harbor Advisory Corporation
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Smart Wealth LLC
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|
Alliance Wealth Advisors LLC
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PA | 0.4 |
|
Alaethes Wealth LLC
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|
0.4 | |
|
TrueWealth Advisors LLC
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|
AL | 0.4 |
|
Park Edge Advisors LLC
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|
OH | 0.4 |
|
Prentiss Smith & Company Inc
✚
|
VT | 0.4 |