RIA Intel›Advisers›Mississippi›W. A. WIMBERLY AND ASSOCIATES, LLC

W. A. WIMBERLY AND ASSOCIATES, LLC

Advisory

MS

Data as of Apr 30, 2025 · Source: SEC Form ADV

Rank in MS

#60

of 60 advisers by AUM

Average account

$532K

across 60 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2025.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$32M

Discretionary AUM$0

Non-Discretionary AUM$32M

Discretionary %0%

Total Clients30

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJanuary

Operates InMS

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

30 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MS

Closest by assets under management. All figures from Form ADV.

HOWARD AND MCINNES INC

$30M

HARTMAN, WILLIAM DENTON

$29M

WOMACK ASSET MANAGEMENT INC

$27M

THE CORNERSTONE GROUP, LLC

OCEAN SPRINGS, MS

$27M

DENTAL WEALTH PARTNERS LLC

$27M

NAVITAS WEALTH ADVISORS, INC.

$38M

Get the full picture on W. A. WIMBERLY AND ASSOCIATES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track W. A. WIMBERLY AND ASSOCIATES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans