ZIMMERMAN WEALTH MANAGEMENT, LLC
CRD #127526 SEC #801-62210 EVANSTON, IL 847-556-3200
SEC Registered
Total AUM
$447.2M
Discretionary
$434.8M
Employees
6
Clients
101
Accounts
210
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $447.2M | $434.8M | $12.4M | 6 | 3 |
| Mar 2024 | $387.7M | $386.9M | $744.3K | 7 | 3 |
| Apr 2023 | $339.2M | $338.8M | $371.1K | 6 | 4 |
| Mar 2023 | $339.2M | $338.8M | $371.1K | 6 | 4 |
| Mar 2022 | $340.4M | $339.9M | $442.2K | 6 | 6 |
| Mar 2021 | $303.8M | $303.8M | $0 | 5 | 4 |
| Mar 2021 | $303.8M | $303.8M | $0 | 5 | 4 |
| Jun 2020 | $264.5M | $264.5M | $0 | 5 | 5 |
| Mar 2020 | $264.5M | $264.5M | $0 | 5 | 5 |
| Mar 2020 | $208.7M | $208.7M | $0 | 5 | 2 |
| Mar 2019 | $208.7M | $208.7M | $0 | 5 | 2 |
| Mar 2018 | $208.3M | $208.3M | $0 | 3 | 0 |
| Aug 2017 | $222.4M | $222.4M | $0 | 3 | 500 |
| Mar 2017 | $222.4M | $222.4M | $0 | 3 | 500 |
| Mar 2016 | $209.2M | $209.2M | $0 | 3 | 500 |
| Apr 2015 | $213.7M | $213.7M | $0 | 3 | 26 |
| Mar 2014 | $171.5M | $171.5M | $0 | 3 | 26 |
| Apr 2013 | $157.8M | $157.8M | $0 | 3 | 26 |
| Mar 2012 | $151.3M | $151.3M | $0 | 1 | 26 |
| Apr 2011 | $150.7M | $150M | $700K | 5 | -- |
| Mar 2008 | $138M | $125M | $13M | 5 | -- |
| Mar 2007 | $143M | $129.9M | $13.1M | 5 | -- |
| Mar 2006 | $122M | $110M | $12M | 5 | -- |
| Dec 2003 | $73M | $70M | $3M | 5 | -- |
| Dec 2003 | $73M | $70M | $3M | 5 | -- |
DateMar 2025
Total AUM$447.2M
Discretionary$434.8M
Non-Disc.$12.4M
Employees6
Clients3
DateMar 2024
Total AUM$387.7M
Discretionary$386.9M
Non-Disc.$744.3K
Employees7
Clients3
DateApr 2023
Total AUM$339.2M
Discretionary$338.8M
Non-Disc.$371.1K
Employees6
Clients4
DateMar 2023
Total AUM$339.2M
Discretionary$338.8M
Non-Disc.$371.1K
Employees6
Clients4
DateMar 2022
Total AUM$340.4M
Discretionary$339.9M
Non-Disc.$442.2K
Employees6
Clients6
DateMar 2021
Total AUM$303.8M
Discretionary$303.8M
Non-Disc.$0
Employees5
Clients4
DateMar 2021
Total AUM$303.8M
Discretionary$303.8M
Non-Disc.$0
Employees5
Clients4
DateJun 2020
Total AUM$264.5M
Discretionary$264.5M
Non-Disc.$0
Employees5
Clients5
DateMar 2020
Total AUM$264.5M
Discretionary$264.5M
Non-Disc.$0
Employees5
Clients5
DateMar 2020
Total AUM$208.7M
Discretionary$208.7M
Non-Disc.$0
Employees5
Clients2
DateMar 2019
Total AUM$208.7M
Discretionary$208.7M
Non-Disc.$0
Employees5
Clients2
DateMar 2018
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees3
Clients500
DateMar 2017
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees3
Clients500
DateMar 2016
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees3
Clients500
DateApr 2015
Total AUM$213.7M
Discretionary$213.7M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$171.5M
Discretionary$171.5M
Non-Disc.$0
Employees3
Clients26
DateApr 2013
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$150.7M
Discretionary$150M
Non-Disc.$700K
Employees5
Clients--
DateMar 2008
Total AUM$138M
Discretionary$125M
Non-Disc.$13M
Employees5
Clients--
DateMar 2007
Total AUM$143M
Discretionary$129.9M
Non-Disc.$13.1M
Employees5
Clients--
DateMar 2006
Total AUM$122M
Discretionary$110M
Non-Disc.$12M
Employees5
Clients--
DateDec 2003
Total AUM$73M
Discretionary$70M
Non-Disc.$3M
Employees5
Clients--
DateDec 2003
Total AUM$73M
Discretionary$70M
Non-Disc.$3M
Employees5
Clients--