WIMMER CONSULTING, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	2	$2.0M
Non-Discretionary	27	$103.8M
Total	29	$105.9M

Clients

Type	Number	RAUM
Individuals	<5	$1,809
HNW Individuals	2	$2.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	1	$49.1M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	22	$54.8M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	21
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)GIFT AND ESTATE TAX PLANNING
Compensation	% of AUMHourly chargesFixed feesREFERRAL FEES FROM THIRD PARTY INVESTMENT ADVISORS
Other Business Activities	Insurance broker or agent

Identifiers

SEC RIA File Number	801-126420
SEC ERA File Number	801-126420
SEC CIK Numbers	None
SEC CRD Numbers	120976
Legal Entity Identifier	None

Principal Office

2101 GATEWAY DRIVE
IRVING
TX
United States

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic