Zimmerman Wealth Management, LLC

EST. AUM
$472,435,223

CONTACTS

CLIENT ACCOUNTS
225

Firm Details

Metro area Chicago
CRD Number 127526
Website zimmermanwealth.com
Client types

Overview

Zimmerman Wealth Management, LLC is an Evanston, Illinois-based SEC-registered, fee-only fiduciary investment adviser. It provides personalized financial planning and investment management for individuals and families, with $472.4 million in regulatory AUM across 225 accounts.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Zimmerman Wealth Management, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company