Wimmer Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wimmer Associates provides ongoing investment supervisory and management services to individuals, trusts, estates, family groups, and other entities, tailoring portfolio recommendations to each client’s objectives and circumstances. The firm manages roughly $476 million across about 143 client accounts and typically operates with discretionary authority to implement portfolio decisions.
The firm employs a fundamental research approach emphasizing high‑quality equities and fixed‑income securities, constructing client-specific asset allocations that may include individual stocks, bonds, mutual funds, and ETFs. Clients receive regular monitoring and written reports at least quarterly; these reports include a letter summarizing the firm’s view of the markets and economy and are supported by daily account monitoring.
Noteworthy features include the firm’s regular client periodicals with market commentary, a service that is relatively uncommon among similarly supported advisers. Wimmer Associates also maintains firm-wide professional qualification standards for senior investment personnel (master’s degree or CFA), enforces pre-trade allocation procedures for block trades, and restricts employee participation in private placements and IPOs.
Client services
Expertise
Fee options
A flat fee may be charged as part of a quarterly fee structure; specific amounts are negotiable and vary by client.
$540 per hour for one-time projects without ongoing advisory services.
Account minimum: $750,000
Main office
Pasadena CA
Advisors at this office
1
Most active in
California
Also doing business as
Wimmer Associates · Wimmer Associates I, LLC · Wimmer Associates 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")