HOHIMER WEALTH MANAGEMENT, LLC

One Union Square
600 University Street, Suite 2401
Seattle, Washington 98101
Tel: 206-709-5955

About HOHIMER WEALTH MANAGEMENT, LLC

HOHIMER WEALTH MANAGEMENT, LLC, formally registered with the SEC as HOHIMER WEALTH MANAGEMENT, LLC. The firm was established in 02/28/2019. They have over 2 offices throughout the country.

HOHIMER WEALTH MANAGEMENT, LLC is a Seattle, Washington based Financial Planning firm with nearly $795,999,270 assets under management, offering retirement planning & investment advisory services to 963 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300140
SEC#	801-114746
Assets Managed by Firm	$795,999,270
No. of Clients	963
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	963	$795,999,270
Individuals (other than high net worth individuals)	204	$74,540,503
High net worth individuals	109	$624,537,525
Charitable organizations	10	$12,371,517
Corporations or other businesses	18	$70,379,472

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