DBA: WIMER INVESTMENT MANAGEMENT
| Total AUM | $69.0M |
| Discretionary | $69.0M100% of AUM |
| Client Accounts | 26 |
| Avg Account Size | $2.7M |
| Employees | 1 |
| Peak AUM | $69.0MJan 2025 |
Total AUM
$69M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $69M | — | — | — | |
| Discretionary AUM | $69M | — | |||
| Total AUM | $69.0M |
| Discretionary | $69.0M |
| Employees | 1 |
| Client Accounts | 26 |
Phone
7327639237
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$69M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
No related registrations reported
| — |
| Total Accounts | 26 | — | — | — |
| Avg Account Size | $3M | — | — | — |
| Employees | 1 | 0.0% | — | — |
| AUM / Employee | $69M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $69M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 16 | — | — | — | |