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Zimmerman Wealth Management, LLC

● SEC registered since 2003CRD 127526SEC# 801-62210Evanston, IL
Export (members)
Reg. AUM
$447.2M
Employees
6
Accounts
210
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 $447.2 million in regulatory assets under management and employs 6 people.
www.zimmermanwealth.comView on SEC.gov ↗

Zimmerman Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Thomas H Zimmerman ControlManaging Member, Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Zimmerman Wealth Management, LLC manage?

Zimmerman Wealth Management, LLC reports $447.2 million in regulatory assets under management on its Form ADV.

How many employees does Zimmerman Wealth Management, LLC have?

Zimmerman Wealth Management, LLC reports 6 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

Address500 Davis Street, Suite 1005, Evanston, IL 60201
Phone847-556-3200
Fax224-442-4474
Office hours8:30-4:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$434.8M
Non-discretionary$12.4M
Total (RAUM)$447.2M