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| Happy Holidays!! thanks for using AUM13F!! |
| Hohimer Wealth Management LLC
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| CRD # | 300140 |
| SEC # | 801-114746 |
| CIK # | 0001802533 |
| AUM | $993.7 M (2025-07-18) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 206-709-5955 |
| Address | One Union Square Seattle, WA 98101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001802533 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 44.0 | ||
| Nvidia Corp | 15.7 | ||
| Broadcom Inc | 12.3 | ||
| Amazon Com Inc | 10.3 | ||
| Facebook Inc | 8.7 | ||
| Alphabet Inc | 8.0 | ||
| Barclays PLC | 7.9 | ||
| J P Morgan Chase & Co | 6.7 | ||
| Costco Wholesale Corp /NEW | 6.6 | ||
| BlackRock Inc | 6.4 | ||
| Apple Inc | 6.3 | ||
| Newmont Mining Corp /DE/ | 6.1 | ||
| VISA Inc | 5.7 | ||
| Ameriprise Financial Inc | 5.5 | ||
| Intuit Inc | 5.4 | ||
| Arista Networks Inc | 5.4 | ||
| Molina Healthcare Inc | 5.4 | ||
| American Electric Power Co Inc | 5.3 | ||
| Exxon Mobil Corp | 5.0 | ||
| ASML Holding NV | 5.0 | ||
| Electronic Arts Inc | 5.0 | ||
| Alibaba Group Holding Ltd | 4.9 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | US Affordable Housing Fund 1 LP | 2024-03-11 | 12.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 115.6 |
| (b) Individuals (high net worth individuals) | 141 | 771.0 |
| (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 | 1 | 13.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 14.9 |
| (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 | 20 | 76.8 |
| (n) Other | 4 | 2.2 |
| Total | 1,229 | 993.7 |
| By Discretionary | ||
| Discretionary | 1,086 | 921.7 |
| Non-Discretionary | 143 | 72.0 |
| Total | 1,229 | 993.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 993.7 | |
| Total | 1,229 | 993.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802533] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Allen Capital Group LLC
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|
NE | 1.2 |
|
TRB Wealth Management LLC
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|
TX | 1.2 |
|
Verity Asset Management Inc
✚
|
NC | 1.0 |
|
Arista Wealth Management LLC
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|
NV | 1.0 |
|
Portfolio Strategies Inc NY
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|
NJ | 0.9 |
|
Gibraltar Capital Management Inc
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|
OK | 0.8 |
|
Westwind Capital
✚
|
NM | 0.7 |
|
Canvas Wealth Advisors LLC
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|
KS | 0.7 |
|
Rovin Capital LLC
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|
AZ | 0.7 |
|
Towercrest Capital Management LLC
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|
PA | 0.7 |