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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-14-2003
- Office Locations
- 3
Office Locations
About Zimmerman Wealth Management, LLC
Zimmerman Wealth Management is a fee-only, fiduciary financial planning and investment management firm based in Evanston, IL, serving the Chicago area and clients nationwide. A CFP-led team builds conservative, custom plans and portfolio solutions across life transitions, with multi-generational families served for 2–4 generations. Client assets are custodied at firms including Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS H ZIMMERMAN
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #1198889
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MONA HOPE EDWARDS
Wealth Advisor
- CRD
- #5083738
Marshall Garrett
Wealth Advisor
- CRD
- #7350982
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $468,109,019 | $2,197,695 |
| Non-Discretionary | $4,326,204 | $360,517 |
| Total | $472,435,223 | $2,099,712 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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