Zimmerman Wealth Management
Investment Management • 
Evanston, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 500 Davis Street, Suite 1005, Evanston, Illinois 60201, US |
| Phone number | +120032024 |
| Website | |
| NAICS | 5231 |
| SIC | 736 |
| Keywords | Comprehensive Financial Planning, Wealth Management, Retirement Planning, Fiduciary, Portfolio Management, Investment Management, Education Funding, Charitable Giving, Fee-Only Network, Napfa Member |
| Founded | 2003 |
| Employees | 1-10 |
| Socials |
Key Contacts at Zimmerman Wealth Management
Tom Zimmerman
Principal And Founder
Mona Edwards
Director Of Financial Planning
Zimmerman Wealth Management Email Formats
Zimmerman Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@zimmermanwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@zimmermanwealth.com | 100% |
About Zimmerman Wealth Management
At Zimmerman Wealth Management, LLC (ZWM), we pride ourselves on our personalized, objective and responsive approach to helping investors better plot their financial futures. Fiduciary "wealth management” goes a step beyond standard financial planning, addressing all things financial, from accruing wealth and managing it wisely, to spending it wisely, and furthering life goals to, ultimately, passing it on wisely. Whether you’re a couple that’s planning for your retirement years, emerging investors who want to learn how to best position yourselves for achieving future goals, or a divorced or widowed individual whose spouse handled all of the finances throughout your relationship, ZWM is prepared to offer the individual guidance needed to secure your financial future. ZWM is a fee-only SEC Registered Investment Advisor, which provides comprehensive financial planning and investment management services on a fee-only basis.
Zimmerman Wealth Management revenue & valuation
| Annual revenue | $5,000,000 |
| Revenue per employee | $715,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $16,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Zimmerman Wealth Management has 5 employees across 3 departments.
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Number of employees
Funding Data
Zimmerman Wealth Management has never raised funding before.
Zimmerman Wealth Management Tech Stack
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