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| Hohimer Wealth Management LLC
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|---|---|
| CRD # | 300140 |
| SEC # | 801-114746 |
| CIK # | 0001802533 |
| AUM | 1,255.9 M (2026-03-31) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 206-709-5955 |
| Address | One Union Square Seattle, WA 98101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 48.2 | ||
| Apple Inc | 29.4 | ||
| Nvidia Corp | 20.6 | ||
| Amazon Com Inc | 20.2 | ||
| Agnico Eagle Mines Ltd | 16.4 | ||
| Broadcom Inc | 12.6 | ||
| Alphabet Inc | 10.8 | ||
| Costco Wholesale Corp /NEW | 9.7 | ||
| Starbucks Corp | 8.2 | ||
| First Majestic Silver Corp | 7.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | US Residential Development Fund | 2026-03-31 | 6.4 M | |
| RE | US Affordable Housing Fund 1 LP | 2024-03-11 | 12.4 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 194.3 |
| (b) Individuals (high net worth individuals) | 179 | 931.0 |
| (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 | 2 | 19.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 18.5 |
| (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 | 32 | 93.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,554 | 1,255.9 |
| By Discretionary | ||
| Discretionary | 1,411 | 1,172.3 |
| Non-Discretionary | 143 | 83.6 |
| Total | 1,554 | 1,255.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,255.9 | |
| Total | 1,554 | 1,255.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802533] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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