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Wimer Investment Management LLC

CRD 331342SEC# 801-130348
Export (members)
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.
View on SEC.gov ↗

Wimer Investment Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeffery Alan Wimer ControlOwner & Chief Compliance OfficerOver 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 hours9:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$69M
Non-discretionary$0
Total (RAUM)$69M