WIMMER ASSOCIATES I, LLC
Legal name: WIMMER ASSOCIATES LLC
CRD #125243 SEC #801-62730 PASADENA, CA 626-683-3150
SEC Registered
Total AUM
$441.1M
Discretionary
$394.8M
Employees
4
Clients
10
Accounts
147
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $441.1M | $394.8M | $46.2M | 4 | 0 |
| Mar 2024 | $392.2M | $365.3M | $26.9M | 4 | 0 |
| Mar 2023 | $358.8M | $332.1M | $26.7M | 3 | 0 |
| Mar 2022 | $404.2M | $374.1M | $30.1M | 4 | 0 |
| Apr 2021 | $369.3M | $344.6M | $24.7M | 4 | 0 |
| Jun 2020 | $331.8M | $312.4M | $19.5M | 4 | 0 |
| Apr 2020 | $331.8M | $312.4M | $19.5M | 4 | 0 |
| Mar 2019 | $294.3M | $279.7M | $14.6M | 4 | 0 |
| Mar 2018 | $301.6M | $281.6M | $20M | 4 | 0 |
| Mar 2017 | $280.6M | $260.1M | $20.5M | 4 | 26 |
| Mar 2016 | $245.7M | $223.9M | $21.8M | 4 | 26 |
| Mar 2015 | $234.3M | $218.3M | $16M | 4 | 26 |
| Mar 2014 | $206.5M | $188.1M | $18.4M | 4 | 26 |
| Apr 2013 | $185M | $167.8M | $17.2M | 4 | 26 |
| Mar 2012 | $177.3M | $171M | $6.3M | 1 | 26 |
| Mar 2011 | $166.7M | $155.2M | $11.5M | 5 | -- |
| Mar 2011 | $166.7M | $155.2M | $11.5M | 5 | -- |
| Jan 2010 | $145.1M | $133.7M | $11.4M | 5 | -- |
| Mar 2007 | $96.1M | $91M | $5.1M | 5 | -- |
| Mar 2006 | $76.5M | $74.9M | $1.6M | 5 | -- |
| Sep 2005 | $57.8M | $54.8M | $3M | 5 | -- |
| Apr 2004 | $52M | $49M | $3M | 5 | -- |
| Jan 2004 | $48.2M | $46.8M | $1.4M | 5 | -- |
DateApr 2025
Total AUM$441.1M
Discretionary$394.8M
Non-Disc.$46.2M
Employees4
Clients0
DateMar 2024
Total AUM$392.2M
Discretionary$365.3M
Non-Disc.$26.9M
Employees4
Clients0
DateMar 2023
Total AUM$358.8M
Discretionary$332.1M
Non-Disc.$26.7M
Employees3
Clients0
DateMar 2022
Total AUM$404.2M
Discretionary$374.1M
Non-Disc.$30.1M
Employees4
Clients0
DateApr 2021
Total AUM$369.3M
Discretionary$344.6M
Non-Disc.$24.7M
Employees4
Clients0
DateJun 2020
Total AUM$331.8M
Discretionary$312.4M
Non-Disc.$19.5M
Employees4
Clients0
DateApr 2020
Total AUM$331.8M
Discretionary$312.4M
Non-Disc.$19.5M
Employees4
Clients0
DateMar 2019
Total AUM$294.3M
Discretionary$279.7M
Non-Disc.$14.6M
Employees4
Clients0
DateMar 2018
Total AUM$301.6M
Discretionary$281.6M
Non-Disc.$20M
Employees4
Clients0
DateMar 2017
Total AUM$280.6M
Discretionary$260.1M
Non-Disc.$20.5M
Employees4
Clients26
DateMar 2016
Total AUM$245.7M
Discretionary$223.9M
Non-Disc.$21.8M
Employees4
Clients26
DateMar 2015
Total AUM$234.3M
Discretionary$218.3M
Non-Disc.$16M
Employees4
Clients26
DateMar 2014
Total AUM$206.5M
Discretionary$188.1M
Non-Disc.$18.4M
Employees4
Clients26
DateApr 2013
Total AUM$185M
Discretionary$167.8M
Non-Disc.$17.2M
Employees4
Clients26
DateMar 2012
Total AUM$177.3M
Discretionary$171M
Non-Disc.$6.3M
Employees1
Clients26
DateMar 2011
Total AUM$166.7M
Discretionary$155.2M
Non-Disc.$11.5M
Employees5
Clients--
DateMar 2011
Total AUM$166.7M
Discretionary$155.2M
Non-Disc.$11.5M
Employees5
Clients--
DateJan 2010
Total AUM$145.1M
Discretionary$133.7M
Non-Disc.$11.4M
Employees5
Clients--
DateMar 2007
Total AUM$96.1M
Discretionary$91M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2006
Total AUM$76.5M
Discretionary$74.9M
Non-Disc.$1.6M
Employees5
Clients--
DateSep 2005
Total AUM$57.8M
Discretionary$54.8M
Non-Disc.$3M
Employees5
Clients--
DateApr 2004
Total AUM$52M
Discretionary$49M
Non-Disc.$3M
Employees5
Clients--
DateJan 2004
Total AUM$48.2M
Discretionary$46.8M
Non-Disc.$1.4M
Employees5
Clients--