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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ZIMMERMAN, THOMAS, H | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (2)
IL LA
Address
500 DAVIS STREETSUITE 1005
EVANSTON, IL 60201
United States
Phone: 847-556-3200