Wimer Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wimer Investment Management is an independent registered investment adviser that provides discretionary portfolio management to individuals, high‑net‑worth individuals, and business entities. The firm reports managing approximately $85.6 million across about 15 client accounts and documents each engagement with an Investment Policy Statement.
The adviser applies fundamental analysis and modern portfolio theory to construct and monitor client portfolios, managing accounts on a discretionary basis and providing quarterly custodian reports. Investment strategies may include long‑ and short‑term trading and the use of mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income, margin transactions and options strategies (including spreads and uncovered options).
Notable operational features include a firm requirement that clients use Interactive Brokers, acceptance of soft‑dollar research benefits, and a policy of not aggregating (block) trades for multiple client accounts, all of which can affect execution and costs. The brochure discloses a settled client arbitration related to prior structured‑product trading that was resolved without an admission of wrongdoing, an item prospective clients may wish to review.
Client services
Expertise
Fee options
Fixed fee of $1,000 annually for certain clients
1.00% annually
Minimum fee: Fixed fee of $1,000 annually for clients with less active accounts and lower balances (not to exceed 2% of assets under management). This fee is negotiable.
Main office
Scotch Plains NJ
Advisors at this office
1
Most active in
New Jersey · New York · Texas
Also doing business as
Wimer Investment Management · Wimer Investment Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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