SourcingSourcing

ZIMMERMAN WEALTH MANAGEMENT, LLC

B55
CRD 127526·SEC 801-62210·EVANSTON, IL
AUM
$472.4M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ZIMMERMAN WEALTH MANAGEMENT, LLC
CRD
127526
SEC file #
801-62210
EIN
—
DBA names
—

Economics

AUM
$472.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$208.7M → $472.4M▲ +126%
Client mix
Individuals High Net Worth216
Individuals Other9

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
1 advisors → 5 advisors▲ +400%
Primary office
EVANSTON IL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
zimmermanwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ZIMMERMAN, THOMAS, H
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ZIMMERMAN, THOMAS, H
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ZIMMERMANWEALTH.COM
Rdap Domain Creation Date
2003-06-24T11:57:46Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-06-24T11:57:46Z
Rdap Domain Last Changed
2025-05-06T20:25:18Z
Rdap Nameservers
Ns75.domaincontrol.comNs76.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1198889
Trust Company Affiliate
No

People (7)

7
ZIMMERMAN, THOMAS, H
IAR · Direct Owner · 87.5%
1198889
Marshall Garrett
IAR
7350982
MONA HOPE EDWARDS
IAR
5083738
Daniel James Wood
IAR
6611781
DAUS, RYAN, MICHAEL
IAR
4578850
Brendan A Sanchez
IAR
6709050
Trenden Peacock
IAR
7125133