Wimmer Associates LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated April 27, 2026, reports $476M in regulatory assets under management, 4 employees, and 151 accounts.
Assets Under Management
$476M
Employees
4
Offices
--
Total Clients
143
Primary office
PASADENA, CA
155 NORTH LAKE AVENUE, SUITE 440, PASADENA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.3% of total clients.
Top client categories% of clientsClients
1
HNWI
78.3%
112
2
Individuals
21.7%
31
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
NON DISCRETIONERY PORTFOLIOS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$476Mas of April 27, 2026
Discretionary98.3%
$468M
98% of total RAUM98.3%
Non-discretionary1.7%
$8M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$476M
Total Accounts151
10Y AUM Change+$195M (+69.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.