# ZIMMERMAN WEALTH MANAGEMENT, LLC

ZIMMERMAN WEALTH MANAGEMENT, LLC of EVANSTON, IL is an SEC-registered investment adviser.

## Registration

- CRD: 127526
- Type: SEC-registered investment adviser
- SEC file number: 801-62210
- Location: 500 DAVIS STREET, SUITE 1005, EVANSTON, IL, 60201
- Phone: 847-556-3200
- Latest filing: 2026-03-25
- Regulatory AUM: $472.4M
- Discretionary AUM: $468.1M
- Non-discretionary AUM: $4.3M
- Clients: 7
- Accounts: 225

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Thomas H Zimmerman | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| ZIMMERMAN THOMAS H | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| EVERED JOHN THOMAS | MANAGING MEMBER; OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127526/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127526/similar
- Related entities: https://search.stillhousedata.com/firm/127526/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127526

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.