# Zimmerman Wealth Management

Zimmerman Wealth Management is a Bank / Wealth / Trust based in Evanston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Evanston, United States
- **Region:** North America
- **Address:** Evanston, IL, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** zimmermanwealth.com
- **LinkedIn:** https://www.linkedin.com/company/zimmerman-wealth-management

## Regulatory record

- **CRD number:** 127526
- **SEC file number:** 801-62210
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127526

## About

Zimmerman Wealth Management is an SEC-registered investment adviser in Evanston, IL, registered since 2003. The firm manages $472 million in assets, $468 million on a discretionary basis. It has 7 employees and 5 investment advisers.

## Questions

### What services does Zimmerman Wealth Management offer?

Based on public record, the firm provides wealth management, financial planning, and investment advisory services typical of a local RIA. This includes portfolio construction, retirement planning, and ongoing asset management for individuals and families. The firm has not publicly disclosed a specialization in alternative assets or institutional strategies.

## Related profiles

- [Zidel Financial](https://altss.com/profile/zidel-financial)
- [Zimmermann Investment Management & Planning](https://altss.com/profile/zimmermann-investment-management-planning)

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Last updated: 2026-06-03T20:00:00.000Z

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