Wimmer Associates I, LLC
● SEC registered since 2004CRD 125243SEC# 801-62730Pasadena, CA
Reg. AUM
$475.9M
Employees
4
Accounts
151
Location
Pasadena, CA
Wimmer Associates I, LLC assets under management
Wimmer Associates I, LLC is a registered investment adviser overseen by the SEC based in Pasadena, CA. The firm has been registered since 2004. It reports $475.9 million in regulatory assets under management and employs 4 people.
Wimmer Associates I, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katherine Jones Wimmer Control | President | 50-75% | 2003 |
| Kathryn Burke Kenney Control | Vice President, Chief Compliance Officer | Under 5% | 2006 |
| Warren Robert Wimmer Control | Member | 25-50% | 2003 |
Frequently asked questions
How much does Wimmer Associates I, LLC manage?
Wimmer Associates I, LLC reports $475.9 million in regulatory assets under management on its Form ADV.
How many employees does Wimmer Associates I, LLC have?
Wimmer Associates I, LLC reports 4 employees.
Where is Wimmer Associates I, LLC located?
Wimmer Associates I, LLC is based in Pasadena, CA and has been SEC-registered since 2004.
Does Wimmer Associates I, LLC disclose fund performance?
Wimmer Associates I, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 155 North Lake Avenue, Suite 440, Pasadena, CA 91101-1848 |
| Phone | 626-683-3150 |
| Fax | 626-683-3188 |
| Office hours | 8-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$475.9M▲ 8%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$475.9Mregulatory AUM
Discretionary $467.8MNon-discretionary $8.2M