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| Wimmer Consulting LLC
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|
|---|---|
| CRD # | 120976 |
| SEC # | 801-126420 |
| CIK # | |
| AUM | $147.1 MM (2023-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 214-219-7762 |
| Address | 2101 Gateway Drive Irving, TX 75038 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 1.1 |
| (b) Individuals (high net worth individuals) | 3 | 33.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 61.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 50.3 |
| (n) Other | 0 | 0.0 |
| Total | 33 | 147.1 |
| By Discretionary | ||
| Discretionary | 23 | 50.3 |
| Non-Discretionary | 10 | 96.7 |
| Total | 33 | 147.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 50.3 | |
| United States Persons | 96.7 | |
| Total | 33 | 147.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tranquilli Financial Advisor LLC
✚
|
NJ | 0.1 |
|
Water Street Financial LLC
✚
|
VA | 0.1 |
|
The Simmons Partnership Inc
✚
|
MD | 0.1 |
|
David Wealth Management LLC
✚
|
VA | 0.1 |
|
MSP Wealth Management LLC
✚
|
OR | 0.1 |
|
Wernau Asset Management Inc
✚
|
MA | 0.1 |
|
Releve Financial Group LLC
✚
|
MN | 0.1 |
|
Wealthplans LLC
✚
|
MD | 0.1 |
|
Apollon Financial LLC
✚
|
SC | 0.1 |
|
Cannon Wealth Management Services LLC
✚
|
NC | 0.1 |