HOHIMER WEALTH MANAGEMENT, LLC

CRD 300140 · SEC 801-114746

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ONE UNION SQUARE, 600 UNIVERSITY STREET, SUITE 2401, SEATTLE, WA, 98101, United States

Phone

206-709-5955

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.26B

Discretionary AUM

$1.17B

Team

12 total employees; 10 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	356	$194.3M
High net worth individuals	179	$931.0M
Pooled investment vehicles	2	$19.1M
Charitable organizations	10	$18.5M
Corporations/business entities	32	$93.1M

States served

AZ, CA, ID, IN, MN, MT, NV, NY, OR, WA, TX, FL

All web addresses on file

https://www.linkedin.com/company/hohimer-wealth-manageme
http://www.hohimerwealthmanagement.com
https://www.facebook.com/HohimerWealthManagement
https://hwmtaxes.com/

Official SEC filing: View on IAPD