ZIMMERMAN WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$472,435,223
Discretionary
$468,109,019
Non-discretionary
$4,326,204
Firm details
- CRD number
- 127526
- SEC file number
- 801-62210
- Main office
- EVANSTON, IL, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WWW.ZIMMERMANWEALTH.COM/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.