# Wimmer Associates

Wimmer Associates is a Bank / Wealth / Trust based in Pasadena, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Pasadena, United States
- **Region:** North America
- **Address:** Pasadena, CA, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** wimmerassociates.com
- **LinkedIn:** https://www.linkedin.com/company/wimmer-associates-inc

## Regulatory record

- **CRD number:** 125243
- **SEC file number:** 801-62730
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125243

## About

Founded in 2003, Wimmer Associates provides investment advisory and financial planning services to a concentrated client base of individuals, family groups, and trusts. The firm's Pasadena location places it within Southern California's orbit of old-line West Coast wealth and the broader professional-services ecosystem that supports it. The firm's service model spans investment management, tax planning, education planning, and broader financial advisory work — a bundled approach designed for families navigating multi-decade wealth cycles rather than short-term market exposure. Wimmer Associates does not publicly disclose asset allocations, portfolio concentrations, or named investment positions. Its structure as a privately held advisory practice means the firm's investment posture is visible only to its clients. Operational details, including total assets under advisement, team headcount, and principal identities, are not publicly disclosed. The firm maintains no known adjacent vehicles, philanthropic foundations, or real-asset arms. Its model, grounded in the independent RIA tradition, prioritizes client confidentiality over public transparency. The firm's structural differentiator lies in its articulation of a multi-generational family-office-style mandate for clients who may not require or desire a dedicated single-family office. By bundling investment management with education and tax planning, Wimmer positions itself as a compact outsourced solution for families managing wealth continuity rather than institutional capital deployment.

## Questions

### Who are the principals at Wimmer Associates?

Wimmer Associates does not publicly list its principals, investment committee members, or senior advisors on its website or any publicly accessible professional profile. The firm operates with low public visibility, typical of a boutique RIA serving family and trust clients who prioritize confidentiality.

## Related profiles

- [Wimer Investment Management](https://altss.com/profile/wimer-investment-management)
- [Win Team Advisory Services](https://altss.com/profile/win-team-advisory-services)

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Last updated: 2026-06-03T20:00:00.000Z

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