ZIMMERMAN WEALTH MANAGEMENT, LLC

CRD 127526File 801-62210

APPROVED

Retail clients

Filing as of Aug 27, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$472.4M

Above cohort median (national)

Discretionary AUM

$468.1M

Non-discretionary $4.3M

Clients

225

225 accounts

Employees

Below cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 14, 2003
Principal office: 500 DAVIS STREET, SUITE 1005, EVANSTON, IL, 60201
Phone: 847-556-3200
Website: HTTP://WWW.ZIMMERMANWEALTH.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $472.4M
Discretionary AUM: $468.1M
Non-discretionary AUM: $4.3M
Discretionary accounts: 213
Non-discretionary accounts: 12
Total accounts: 225
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	216	$472.3M
Individuals (other than high net worth individuals)	9	$146K

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	6	7	increased by1
Apr 1, 2026	Clients	210	225	increased by15
Apr 1, 2026	AUM	$447,216,593	$472,435,223	increased by$25,218,630
Apr 1, 2026	Accounts	210	225	increased by15
May 1, 2025 vs Oct 1, 2022	Clients	168	210	increased by42
May 1, 2025 vs Oct 1, 2022	AUM	$340,368,042	$447,216,593	increased by$106,848,551
May 1, 2025 vs Oct 1, 2022	Accounts	649	210	decreased by439
Apr 1, 2022	Employees	5	6	increased by1
Apr 1, 2022	Clients	138	168	increased by30
Apr 1, 2022	AUM	$303,797,935	$340,368,042	increased by$36,570,107
Apr 1, 2022	Accounts	141	649	increased by508
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ZIMMERMAN WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ZIMMERMAN WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.