W
$31.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-06-2007
- Office Locations
- 1
Office Locations
-- Madison MS
About W.a. Wimberly & Associates, Inc.
W.a. Wimberly & Associates, Inc. is a Madison-based RIA. The firm has been operating for 19 years. Managing $31.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$31.9M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
19.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Platform
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Services
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Owner & Executives
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WILLIAM ANDREW WIMBERLY
President
- CRD
- #1157038
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $31,890,038 | -- |
| Total | $31,890,038 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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