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Bank / Wealth / TrustRIA · CRD 300140SEC-RegisteredPrivate Fund Adviser

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Hohimer Wealth Management

Hohimer Wealth Management was established in 2019. It operates as a registered investment advisor serving individuals, high-net-worth individuals,...

Overview

Hohimer Wealth Management was established in 2019. It operates as a registered investment advisor serving individuals, high-net-worth individuals, corporations, and foundations. The firm provides discretionary and non-discretionary asset management. Services include investment management, financial planning, and insurance planning. No specific portfolio holdings or co-investors are disclosed in available records. AUM stands at 729 million USD. No additional offices, team size, or adjacent vehicles are recorded. No operational events from the last 24 months appear in source material.

General information

Firm type

Wealth Manager

Year founded

2019

Location

Region

North America

Country

United States

City

Seattle

Frequently asked questions

Who runs investment decisions at Hohimer Wealth Management?

No named principals or CIO are disclosed in available records.

Does Hohimer Wealth Management participate in fund commitments or only direct deals?

Available records do not specify allocation between fund commitments and direct investments.

What investment stages does Hohimer Wealth Management typically target?

No stage preferences are stated in the source data.

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