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 registered investment adviser organized as an LLC and SEC-registered since 2019. The firm operates as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning and portfolio management across individual, pooled-vehicle, business and institutional mandates, plus pension consulting and selection of other advisers. The firm also sells insurance and other financial products and provides accounting-related services. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. Hohimer does not identify as an active ESG investor.