Hohimer Wealth Management LLC

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Assets, Funds, Holdings

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Hohimer Wealth Management LLC
CRD #300140
SEC #801-114746
CIK #0001802533
AUM $796.0 MM (2024-03-11)
Employees 8 (75% Investors, 0% Brokers)
Phone206-709-5955
AddressOne Union Square
Seattle, WA 98101
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
100080060040020002009201420192025
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 ($MM)
60048036024012002018202020222025
Type Form D Funds Date Sold ($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
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