Michael Kirk Wimberley
Investment adviser representative at Lummis Asset Management, L.P.
14 yearsExperience
1 stateRegistered in
$210MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Lummis Asset Management, L.P.Jul 2019 to now
- Charles Schwab & Co., Inc.Feb 2019 to Jul 2019
- Green Investment ManagementMar 2005 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lummis Asset Management, L.P.
$210MAssets managed
43Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3070924
- Firm CRD
- 114357