W.A. WIMBERLY & ASSOCIATES, INC.

W.A. WIMBERLY & ASSOCIATES, INC. is an SEC-registered investment adviser (CRD 127377). Regulatory assets under management: $31.9M.

Registration

• CRD: 127377
• Type: Registered investment adviser
• Phone: 601-953-9883
• Latest filing: 2025-04-30
• Regulatory AUM: $31.9M
• Non-discretionary AUM: $31.9M
• Clients: 2
• Accounts: 60

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127377 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search