SEC Form ADV

ZIMMERMAN WEALTH MANAGEMENT, LLC

Firm profile: Zimmerman Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL

$472.4M

Assets Under Management

Total Clients

Employees

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Registration Details

Accession: crd-127526
Location: EVANSTON, IL
Filing Date: August 27, 2026
AUM: $472.4M
Total Clients: 4
Employees: 7
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

ZIMMERMAN WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in EVANSTON, IL, managing approximately $472.4M in assets across 4 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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