|
⚲
|
| Hohimer Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 300140 |
| SEC # | 801-114746 |
| CIK # | 0001802533 |
| AUM | $796.0 MM (2024-03-11) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 206-709-5955 |
| Address | One Union Square Seattle, WA 98101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 32.1 | |
| AAPL | 2,382,844.0 | 8.2 | |
| AVGO | 201,282.9 | 7.3 | |
| AMZN | 1,092,997.8 | 7.2 | |
| GOOGL | 1,475,138.5 | 6.4 | |
| NVDA | 399,550.0 | 6.0 | |
| META | 434,852.0 | 5.9 | |
| COST | 207,576.9 | 5.6 | |
| XOM | 385,508.3 | 5.0 | |
| SLB | 52,255.6 | 4.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | US Affordable Housing Fund 1 LP | 2024-03-11 | 12.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 74.5 |
| (b) Individuals (high net worth individuals) | 109 | 624.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 12.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 12.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 70.4 |
| (n) Other | 4 | 2.2 |
| Total | 963 | 796.0 |
| By Discretionary | ||
| Discretionary | 821 | 728.6 |
| Non-Discretionary | 142 | 67.4 |
| Total | 963 | 796.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 796.0 | |
| Total | 963 | 796.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802533] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Allen Capital Group LLC
✚
|
NE | 1.0 |
|
CCV LLC
✚
|
NY | 1.0 |
|
Regis Metro Associates Inc
✚
|
CA | 0.8 |
|
Gibraltar Capital Management Inc
✚
|
OK | 0.8 |
|
Portfolio Strategies Inc NY
✚
|
NJ | 0.7 |
|
Towercrest Capital Management LLC
✚
|
PA | 0.6 |
|
Canvas Wealth Advisors LLC
✚
|
KS | 0.6 |
|
Westwind Capital
✚
|
NM | 0.6 |
|
Arista Wealth Management LLC
✚
|
NV | 0.6 |
|
Rovin Capital LLC
✚
|
AZ | 0.6 |