# Wimmer Associates LLC

> Wimmer Associates LLC is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 125243
- Filed as: WIMMER ASSOCIATES LLC
- Legal name: Wimmer Associates I, LLC
- Also doing business as: WIMMER ASSOCIATES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125243
- AdvisorCensus page: https://advisorcensus.com/firm/wimmer-associates-llc-pasadena-ca-125243

## Quick answers

**How is Wimmer Associates LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wimmer Associates LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wimmer Associates LLC located?**
Wimmer Associates LLC's principal office is in Pasadena, CA, according to its Form ADV.

**Is Wimmer Associates LLC registered with the SEC or a state?**
Wimmer Associates LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 125243.

**How much does Wimmer Associates LLC manage?**
Wimmer Associates LLC reports $475,945,000 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (98% discretionary).

**How have Wimmer Associates LLC's assets and staff changed since 2021?**
In the Form ADV data for Wimmer Associates LLC: Regulatory assets under management: $369,264,000 in the October 2021 data and $475,945,000 in the October 2026 data, up 29%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wimmer Associates LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (112); individuals (other than high net worth individuals) (31).

**Which custodians does Wimmer Associates LLC use?**
Wimmer Associates LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Wimmer Associates LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125243

**Does Wimmer Associates LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 27, 2026 says: "The minimum dollar amount of assets of a client under Wimmer Associates’ management is $750,000. Wimmer Associates, in its discretion, may waive the minimum."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

- Account minimum: $750,000 (the brochure says it may be waived or negotiated)

> The minimum dollar amount of assets of a client under Wimmer Associates’ management is $750,000. Wimmer Associates, in its discretion, may waive the minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $475,945,000
- Discretionary: $467,773,000
- Non-discretionary: $8,172,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $17,120,000 |
| High net worth individuals | 112 | $440,352,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | Fewer than 5 | $8,263,000 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $2,038,000 |
| Other | Fewer than 5 | $8,172,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2004 (22 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wimmerassociates.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $369,264,000 | 4 | April 1, 2021 |
| October 2022 | $404,174,000 | 4 | March 30, 2022 |
| October 2023 | $358,753,228 | 3 | March 23, 2023 |
| October 2024 | $392,159,000 | 4 | March 19, 2024 |
| October 2025 | $441,066,000 | 4 | April 15, 2025 |
| October 2026 | $475,945,000 | 4 | April 27, 2026 |

Regulatory assets under management: $369,264,000 in the October 2021 data and $475,945,000 in the October 2026 data, up 29%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wimmer Associates LLC (CRD 125243): Form ADV filing data as of October 2026.