# Zimmerman Wealth Management, LLC

> Zimmerman Wealth Management, LLC is an SEC-registered investment advisory firm in Evanston, IL, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 127526
- Filed as: ZIMMERMAN WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Evanston, IL
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127526
- AdvisorCensus page: https://advisorcensus.com/firm/zimmerman-wealth-management-llc-evanston-il-127526

## Quick answers

**How is Zimmerman Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Zimmerman Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Zimmerman Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated August 27, 2026 states: Hourly rate: $95 to $600 an hour (financial planning fees); Flat fee: $8,500 to $20,000 (fixed fee arrangements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Zimmerman Wealth Management, LLC located?**
Zimmerman Wealth Management, LLC's principal office is in Evanston, IL, according to its Form ADV.

**Is Zimmerman Wealth Management, LLC registered with the SEC or a state?**
Zimmerman Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 127526.

**How much does Zimmerman Wealth Management, LLC manage?**
Zimmerman Wealth Management, LLC reports $472,435,223 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (99% discretionary).

**How have Zimmerman Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Zimmerman Wealth Management, LLC: Regulatory assets under management: $303,797,935 in the October 2021 data and $472,435,223 in the October 2026 data, up 56%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Zimmerman Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (216); individuals (other than high net worth individuals) (9).

**Which custodians does Zimmerman Wealth Management, LLC use?**
Zimmerman Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Investments as a custodian holding 10% or more of its separately managed account assets.

**Does Zimmerman Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127526

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 27, 2026)

- Hourly rate: $95 to $600 an hour (financial planning fees)

> Fees charged on an hourly basis generally range from $95 to $600 per hour.

- Flat fee: $8,500 to $20,000 (fixed fee arrangements)

> Our fixed fee arrangements typically range from $8,500 to $20,000, depending on the complexity of the case and the specific fee arrangement reached with the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Investments

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $472,435,223
- Discretionary: $468,109,019
- Non-discretionary: $4,326,204

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $145,566 |
| High net worth individuals | 216 | $472,289,657 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- zimmermanwealth.com
- LinkedIn @zwm-thzzimmermanwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $303,797,935 | 5 | March 29, 2021 |
| October 2022 | $340,368,042 | 6 | March 23, 2022 |
| October 2023 | $339,198,348 | 6 | April 13, 2023 |
| October 2024 | $387,671,722 | 7 | March 27, 2024 |
| October 2025 | $447,216,593 | 6 | March 18, 2025 |
| October 2026 | $472,435,223 | 7 | August 27, 2026 |

Regulatory assets under management: $303,797,935 in the October 2021 data and $472,435,223 in the October 2026 data, up 56%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zimmerman Wealth Management, LLC (CRD 127526): Form ADV filing data as of October 2026.