A complete list of active advisors currently associated with Wimmer Associates LLC

Warmer can help you find a great advisor at Wimmer Associates LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wimmer Associates LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.