Warren Wimmer is a control person of Wimmer Associates I and directly owns between 25% and 50% of it.
Wimmer Associates I is an investment adviser based in Pasadena, CA, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $476 million, as filed on 27 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4630185
- Firm
- Wimmer Associates I · CRD 125243
- Role
- Member
- In role since
- January 2003 · 23 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Pasadena, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Warren Wimmer work?
Warren Wimmer has held the title Member at Wimmer Associates I, LLC since January 2003, and is a control person of the firm.
How can I verify Warren Wimmer’s record?
Warren Wimmer’s role is listed on Wimmer Associates I, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 125243.