WIMMER CONSULTING, LLC
CRD #120976 SEC #801-126420 IRVING, TX 214-219-7762
SEC Registered
Total AUM
$105.9M
Discretionary
$2M
Employees
2
Clients
1
Accounts
29
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $105.9M | $2M | $103.8M | 2 | 21 |
| Mar 2023 | $147.1M | $50.3M | $96.7M | 2 | 21 |
| Aug 2022 | $158.6M | $54M | $104.6M | 2 | 21 |
| Jul 2022 | $158.6M | $54M | $104.6M | 2 | 21 |
DateMar 2024
Total AUM$105.9M
Discretionary$2M
Non-Disc.$103.8M
Employees2
Clients21
DateMar 2023
Total AUM$147.1M
Discretionary$50.3M
Non-Disc.$96.7M
Employees2
Clients21
DateAug 2022
Total AUM$158.6M
Discretionary$54M
Non-Disc.$104.6M
Employees2
Clients21
DateJul 2022
Total AUM$158.6M
Discretionary$54M
Non-Disc.$104.6M
Employees2
Clients21