Zimmerman Wealth Management, LLC
● SEC registered since 2003CRD 127526SEC# 801-62210Evanston, IL
Reg. AUM
$472.4M
Employees
7
Accounts
225
Location
Evanston, IL
Zimmerman Wealth Management, LLC assets under management
Zimmerman Wealth Management, LLC operates as an SEC-registered investment adviser based in Evanston, IL. The firm has been registered since 2003. It reports $472.4 million in regulatory assets under management and employs 7 people.
Zimmerman Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas H Zimmerman Control | Managing Member, Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Zimmerman Wealth Management, LLC manage?
Zimmerman Wealth Management, LLC reports $472.4 million in regulatory assets under management on its Form ADV.
How many employees does Zimmerman Wealth Management, LLC have?
Zimmerman Wealth Management, LLC reports 7 employees.
Where is Zimmerman Wealth Management, LLC located?
Zimmerman Wealth Management, LLC is based in Evanston, IL and has been SEC-registered since 2003.
Does Zimmerman Wealth Management, LLC disclose fund performance?
Zimmerman Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 Davis Street, Suite 1005, Evanston, IL 60201 |
| Phone | 847-556-3200 |
| Fax | 224-442-4474 |
| Office hours | 8:30-4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$472.4M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$472.4Mregulatory AUM
Discretionary $468.1MNon-discretionary $4.3M