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| Keyboard |
| Wimmer Associates I LLC
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|---|---|
| CRD # | 125243 |
| SEC # | 801-62730 |
| CIK # | |
| AUM | 475.9 M (2026-04-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 31 | 17.1 |
| (b) Individuals (high net worth individuals) | 112 | 440.4 |
| (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 | 8.3 |
| (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 | 2.0 |
| (n) Other | 0 | 8.2 |
| Total | 151 | 475.9 |
| By Discretionary | ||
| Discretionary | 147 | 467.8 |
| Non-Discretionary | 4 | 8.2 |
| Total | 151 | 475.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 475.6 | |
| Total | 151 | 475.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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