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ZIMMERMAN WEALTH MANAGEMENT, LLC
CRD 127526 · SEC 801-62210
500 DAVIS STREET, SUITE 1005, EVANSTON, IL, 60201, United States
Phone
847-556-3200
Fax
224-442-4474
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$472.4M
Discretionary AUM
$468.1M
Team
7 total employees; 5 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $146K |
| High net worth individuals | 216 | $472.3M |
States served
IL, LA
All web addresses on file
Official SEC filing: View on IAPD