LP Profile

Zimmerman Wealth Management

Also known as zimmerman wealth

Wealth ManagerEvanston, United StatesFounded 2003
$208M
Assets Under Management
Evanston
Headquarters
Investment Focus

About Zimmerman Wealth Management

Zimmerman Wealth Management is a fee-only, fiduciary financial planning and wealth management firm based in Evanston, Illinois, founded in 2003. It serves clients in the greater Chicago area and across the country. Its professionals are CERTIFIED FINANCIAL PLANNERS who prepare comprehensive financial plans and implement custom-designed solutions. The firm states that it acts as a fiduciary and puts clients' best interests first. Recorded assets under management are about $208 million.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Zimmerman Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$472.4M
Total Clients
225
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Zimmerman Wealth Management?

Zimmerman Wealth Management is a wealth manager based in Evanston, United States, managing approximately $208M in assets.

Where is Zimmerman Wealth Management headquartered?

Zimmerman Wealth Management is headquartered in Evanston, United States.

How much does Zimmerman Wealth Management manage?

Zimmerman Wealth Management manages approximately $208M in assets under management.

When was Zimmerman Wealth Management founded?

Zimmerman Wealth Management was founded in 2003.

How can I contact Zimmerman Wealth Management?

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