Hohimer Wealth Management, LLC

RIASEC RegisteredEst. 2019

Total AUM

$1.3B

Discretionary

$1.2B

93% of AUM

Avg account

$808K

Accounts

1,554

Employees

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 300140
Registered since: February 28, 2019
Website: hohimerwealthmanagement.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, RBC CAPITAL MARKETS, LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI74.13%
Individuals15.47%
Corporations / Businesses7.41%
Pooled Investment Vehicles1.52%
Charitable Organizations1.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hohimer Wealth Management, LLC is an independent, SEC-registered RIA that acts as a capital allocator for both individual/family and institutional clients. Founded before 2019 and organized as an LLC, the firm combines traditional wealth management services — financial planning and portfolio management across individual, pooled and institutional mandates — with brokerage-related activities such as insurance distribution and other financial product sales. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly, fixed-fee, and performance-based structures. The firm does not identify as an active ESG investor. The business offers selection-of-other-advisers services and pension consulting, indicating capacity to build or oversee multi-manager solutions. It reports functioning in multiple advisory roles, including managing portfolios for pooled investment vehicles, which aligns with its role as a capital allocator that places client capital with third-party managers.