Zimmerman Wealth Management, LLC
Zimmerman Wealth Management, LLC is an SEC-registered wealth manager in Evanston, IL with $472.4M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Zimmerman Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127526, SEC 801-62210, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $472.4M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Evanston, IL
- Employees
- 7
- Clients
- 225
- CRD
- 127526
- Ownership
- ZIMMERMAN, THOMAS, H; EVERED, JOHN, THOMAS
How much AUM does Zimmerman Wealth Management, LLC have?
Zimmerman Wealth Management, LLC reported $472.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Zimmerman Wealth Management, LLC?
Disclosed owners and executives of Zimmerman Wealth Management, LLC include ZIMMERMAN, THOMAS, H, EVERED, JOHN, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.