Wimer Investment Management LLC
CRD 331342SEC# 801-130348
No longer SEC-registered. Wimer Investment Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$69M
Employees
1
Accounts
26
Location
—
Wimer Investment Management LLC assets under management
Wimer Investment Management LLC operates as an SEC-registered investment adviser. It reports $69 million in regulatory assets under management and employs 1 people.
Wimer Investment Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffery Alan Wimer Control | Owner & Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Wimer Investment Management LLC manage?
Wimer Investment Management LLC reports $69 million in regulatory assets under management on its Form ADV.
How many employees does Wimer Investment Management LLC have?
Wimer Investment Management LLC reports 1 employees.
Does Wimer Investment Management LLC disclose fund performance?
Wimer Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$69MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$69Mregulatory AUM
Discretionary $69M