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| Happy Holidays!! thanks for using AUM13F!! |
| Zimmerman Wealth Management LLC
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|---|---|
| CRD # | 127526 |
| SEC # | 801-62210 |
| CIK # | |
| AUM | $447.2 M (2025-03-18) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 847-556-3200 |
| Address | 500 Davis Street Evanston, IL 60201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 0.1 |
| (b) Individuals (high net worth individuals) | 202 | 420.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 26.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 210 | 447.2 |
| By Discretionary | ||
| Discretionary | 198 | 434.8 |
| Non-Discretionary | 12 | 12.4 |
| Total | 210 | 447.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 447.2 | |
| Total | 210 | 447.2 |
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|---|---|---|
|
Midatlantic Capital Management Inc
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VA | 0.4 |
|
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KS | 0.4 |
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Lifeinvest Wealth Management Ltd
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FL | 0.4 |
|
Azimut Genesis Advisors LLC
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FL | 0.4 |
|
5th Street Advisors LLC
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CT | 0.4 |
|
Grant/Grossmendelsohn LLC
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|
MD | 0.4 |
|
Sierra Ocean LLC
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|
CA | 0.4 |
|
44 Wealth Management LLC
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|
OR | 0.4 |
|
Total Management Group Inc
✚
|
NY | 0.4 |