CRD: 300140
Hohimer Wealth Management, LLC
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- Custodian
- Broadridge · Charles Schwab & Company · First Clearing · RBC · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- GlacierVertex
- Established Date
- 02-28-2019
- Office Locations
- 3
Office Locations
About Hohimer Wealth Management, LLC
Hohimer Wealth Management, LLC is a Seattle-based, SEC-registered RIA delivering high-touch wealth management and investment advisory with ongoing monitoring and regular client communication. The firm supports individuals and business owners/entrepreneurs with integrated planning (e.g., tax, estate, retirement, insurance, charitable and succession) and multi-asset portfolios that often use ETFs, public funds and fixed income, with exposure to private investments. Custody includes Charles Schwab; operations leverage Orion.
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Owner & Executives
DAVID HENRY HOHIMER
Managing Member, PRINCIPAL, Private Wealth Advisor
- CRD
- #2146704
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Bryan Eric Abdelnoor
Wealth Advisor
- CRD
- #4939232
KYLE CHRISTIAN BALCOS
--
- CRD
- #6336283
Focus ember
Fusion bridge element
- CRD
- #45503
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,172,335,227 | $830,854 |
| Non-Discretionary | $83,579,128 | $584,469 |
| Total | $1,255,914,355 | $808,182 |
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Separately Managed Accounts
Total SMA Asset: $1,236,863,197
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $57,862,927 | 4.9% |
| Public Funds | $107,459,722 | 9.1% |
| Cash | $187,759,294 | 15.9% |
| U.S. Government/Agency | $191,301,922 | 16.2% |
| Other | $227,909,080 | 19.3% |
| Corporate - Investment Grade | $127,534,615 | 10.8% |
| Municipal Bonds | $170,046,153 | 14.4% |
| Other | $111,002,351 | 9.4% |
| Total | $1,180,876,064 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY BEACON | PRIME QUANTUM | D8P3Y9AI9 | EPGA | 8.68% | $91,304,113 |
| ELEMENT VITAL CAPITAL | BEACON RIDGE | H7MBEE70N | JMRXS | 9.60% | $27,833,154 |
| VERTEX CATALYST | GLACIER OAK | CD08GPLM2 | BSIM | 7.22% | $13,504,179 |
| BEACON MATRIX SIGNAL | VALUE SUMMIT | D6T0H8LFP | UOSMV | 7.87% | $37,444,170 |
| RADIAL CATALYST | HARBOR INSIGHT | 5CTGKAXCJ | XQI | 0.69% | $30,424,865 |
| OPTIMA CREST | SIGNAL PIONEER | 1SJVUSUWC | KINRX | 7.15% | $110,916,265 |
| TIMBER RADIAL | RIDGE BEACON | 7SLFSQW9F | WZIDE | 11.92% | $109,401,285 |
| QUANTUM ZENITH FOUNDATION | EAGLE VERTEX | 92XNO3UXD | PWHY | 1.98% | $75,204,276 |