← Directory
HOHIMER WEALTH MANAGEMENT, LLC
CRD 300140File 801-114746
APPROVED
Retail clients
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.26B
Above cohort median (national)
Discretionary AUM
$1.17B
Non-discretionary $83.6M
Clients
579
1,554 accounts
Employees
12
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 28, 2019
- Principal office
- ONE UNION SQUARE, 600 UNIVERSITY STREET, SUITE 2401, SEATTLE, WA, 98101
- Phone
- 206-709-5955
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.26B
- Discretionary AUM
- $1.17B
- Non-discretionary AUM
- $83.6M
- Discretionary accounts
- 1,411
- Non-discretionary accounts
- 143
- Total accounts
- 1,554
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $93.1M |
| Charitable organizations | 10 | $18.5M |
| High net worth individuals | 179 | $931.0M |
| Pooled investment vehicles | 2 | $19.1M |
| Individuals (other than high net worth individuals) | 356 | $194.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.