RIA Intel›Advisers›Washington›HOHIMER WEALTH MANAGEMENT, LLC

HOHIMER WEALTH MANAGEMENT, LLC

Advisory

N·SEATTLE, WA

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM

$1.3B

1-Year AUM Growth

+16.0%

3-Year CAGR

+5.3%

Employees

10

Assets Under Management

Total AUM$1.3B

Discretionary AUM$1.2B

Non-Discretionary AUM$84M

Discretionary %93.3%

Total Clients440

Team

Total Employees10

Investment Advisers12

Employee Growth (1Y)—

Private Funds

Number of Private Funds1

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record14

First FilingJan 28, 2019

Latest FilingJul 24, 2026

🔒 Full AUM trend chart and 14 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HOHIMER WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.