Wimmer Associates 1, LLC
Wimmer Associates 1, LLC is an independent investment advisory firm headquartered in Pasadena, California, United States. The firm primarily serves individuals, high net worth individuals, family groups, trustees, and foundations by providing personalized investment management and objective financial advice. Founded in Delaware, Wimmer Associates manages over $440 million in assets, with a dedicated team of four employees focusing on direct investment management and consultation for private clients and charitable organizations. The firm’s approach emphasizes tailored strategies and long-term relationships with clients.
Investment Strategy
Wimmer Associates adopts a personalized investment strategy, focusing on tailored portfolio management for individuals, families, trustees, and foundations. The firm manages client portfolios with a disciplined approach that emphasizes diversified asset allocation, long-term growth, and risk management, aiming to meet each client’s unique financial objectives. Their service model centers on direct engagement, providing objective advice and custom solutions instead of mass-market products, with discretion over most accounts, targeting comprehensive wealth management for affluent clients and select charitable organizations.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT | 6.53% | $12.8M | 25,685 | $109.74 | $497.41 | +$1.2M |
A AAPL | APPLE | 5.97% | $11.7M | 56,921 | $40.10 | $205.17 | -$462.9K |
N NVDA | NVIDIA | 5.36% | $10.5M | 66,350 | $9.09 | $157.99 | +$1.8M |
V VIG | VANGUARD DIVIDEND APPRECIATION INDEX ETF | 4.93% | $9.6M | 47,070 | $109.40 | $204.67 | +$309.3K |
P PRF | INVESCO FTSE RAFI U.S. 1000 ETF | 3.65% | $7.1M | 168,939 | $27.38 | $42.27 | +$197.8K |