WIMER INVESTMENT MANAGEMENT

WIMER INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 331342). Regulatory assets under management: $85.6M.

Registration

• CRD: 331342
• SEC file number: 801-130348
• Type: Registered investment adviser
• Phone: 7327639237
• Latest filing: 2026-02-03
• Regulatory AUM: $85.6M
• Discretionary AUM: $85.6M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331342 on SEC IAPD (source of record)
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