Zimmerman Wealth Management, LLC

Overview

Zimmerman Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2003. The firm is owned by an individual and directs its services primarily to individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines asset-based fees with the option for fixed-fee arrangements. The firm’s snapshot notes it is not classified as an active ESG investor, not a pension consultant, and is not designated as a capital allocator or a related adviser.

Assets & Accounts

Public Holdings

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Location & Offices