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ZIMMERMAN WEALTH MANAGEMENT, LLC

dba ZIMMERMAN WEALTH MANAGEMENT, LLC · CRD 127526 · Registered Investment Adviser

ZIMMERMAN WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in EVANSTON, IL. The firm reports $472,435,223 in regulatory assets under management across 225 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$468,109,019
Non-discretionary$4,326,204
Total RAUM$472,435,223
Accounts225

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 127526. adviserinfo.sec.gov/firm/summary/127526.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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