WIMMER ASSOCIATES LLC

Legal name: WIMMER ASSOCIATES I, LLC

CRD 125243File 801-62730

APPROVED

Retail clients

Filing as of Apr 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$475.9M

Above cohort median (national)

Discretionary AUM

$467.8M

Non-discretionary $8.2M

Clients

143

151 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jan 22, 2004
Principal office: 155 NORTH LAKE AVENUE, SUITE 440, PASADENA, CA, 91101-1848
Phone: 626-683-3150
Website: HTTPS://WWW.WIMMERASSOCIATES.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $475.9M
Discretionary AUM: $467.8M
Non-discretionary AUM: $8.2M
Discretionary accounts: 147
Non-discretionary accounts: 4
Total accounts: 151
AUM per client: $3.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.0M
Charitable organizations	Fewer than 5	$8.3M
High net worth individuals	112	$440.4M
Individuals (other than high net worth individuals)	31	$17.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.