Hohimer Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 31, 2026, reports $1.3B in regulatory assets under management, 12 employees, 2 offices, and 1,554 accounts.
Assets Under Management
$1.3B
Employees
12
Offices
2 offices
Total Clients
579
Primary office
SEATTLE, WA
ONE UNION SQUARE, 600 UNIVERSITY STREET, SUITE 2401, SEATTLE, WA, United States
Top client segmentIndividuals represent 61.5% of total clients.
Top client categories% of clientsClients
1
Individuals
61.5%
356
2
HNWI
30.9%
179
3
Corporations
5.5%
32
4
Charitable
1.7%
10
5
Pooled Investment Vehicles
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 31, 2026
Discretionary93.3%
$1.2B
93% of total RAUM93.3%
Non-discretionary6.7%
$84M
7% of total RAUM6.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts1,554
10Y AUM Change+$1.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee48:1
10Y Employee Change+2 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.