ZIMMERMAN WEALTH MANAGEMENT, LLC

Overview

Zimmerman Wealth Management, LLC is an independent RI A serving individual and family clients with a fee model that combines percentage-of-AUM billing and fixed fees. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses, with the bulk of assets managed on a discretionary basis. Investment activity emphasizes public funds and mutual funds as the primary building blocks of client portfolios, while the firm supplements those core positions with annuity solutions and targeted allocations to real estate-focused alternative vehicles. Zimmerman is not positioned as an active ESG investor and does not operate as a pension consultant or a registered multi-state allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices