$475.9M Total AUM
$467.8M Disc. AUM
9.6% 3Y CAGR
4 Employees
143 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2003
- Office Locations
- 2
Office Locations
155 North Lake Avenue Suite 440 Pasadena CA
-- Pasadena CA
About Wimmer Associates LLC
Wimmer Associates LLC is a Pasadena-based RIA with 2 offices. The firm has been operating for 23 years. Managing $475.9M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
60 AVG AGE
$119.0M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
22.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
0 RIA Reps
23yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
KATHERINE JONES WIMMER
President
- CRD
- #2053433
- Ownership
- 50% but less than 75%
Available
Available
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WARREN ROBERT WIMMER
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $467,773,000 | $3,182,129 |
| Non-Discretionary | $8,172,000 | $2,043,000 |
| Total | $475,945,000 | $3,151,954 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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