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| Keyboard |
| Zimmerman Wealth Management LLC
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|---|---|
| CRD # | 127526 |
| SEC # | 801-62210 |
| CIK # | |
| AUM | 472.4 M (2026-03-25) |
| Employees | 7 (71% 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) | 9 | 0.1 |
| (b) Individuals (high net worth individuals) | 216 | 472.3 |
| (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 | 0 | 0.0 |
| (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 | 225 | 472.4 |
| By Discretionary | ||
| Discretionary | 213 | 468.1 |
| Non-Discretionary | 12 | 4.3 |
| Total | 225 | 472.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 472.4 | |
| Total | 225 | 472.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
BCP Advisors LLC
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|
FL | 475.3 M |
|
Encompass Wealth Advisors LLC
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OR | 472.8 M |
|
Keel Wealth Management LLC
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470.0 M | |
|
Bernard Caroli Wealth Management Inc
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|
NJ | 469.7 M |
|
Lakeshore Financial Planning Inc
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MI | 469.3 M |
|
Thirtynorth Investments LLC
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|
LA | 467.8 M |
|
Z3 Capital Partners LLC
✚
|
VA | 466.8 M |
|
Fellowship Financial Planning LLC
✚
|
WA | 465.3 M |
|
Acumen Financial Advisors LLC
✚
|
MN | 465.2 M |
|
Cypress Capital Partners LLC
✚
|
IL | 464.4 M |