Zimmerman Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Evanston, IL. Its latest Form ADV filing, dated March 25, 2026, reports $472M in regulatory assets under management, 7 employees, and 225 accounts.
Assets Under Management
$472M
Employees
7
Offices
--
Total Clients
225
Primary office
EVANSTON, IL
500 DAVIS STREET, SUITE 1005, EVANSTON, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.0% of total clients.
Top client categories% of clientsClients
1
HNWI
96.0%
216
2
Individuals
4.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$472Mas of March 25, 2026
Discretionary99.1%
$468M
99% of total RAUM99.1%
Non-discretionary0.9%
$4M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$472M
Total Accounts225
10Y AUM Change+$250M (+112.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee32:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.