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 wealth manager based in Evanston, US. Founded in 2003. Reported AUM: 208 USD millions.

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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Recent Filings

Public filings matched to Zimmerman Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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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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