Hohimer Wealth Management, LLC
Hohimer Wealth Management, LLC is a Seattle, Washington-based independent investment adviser and wealth management firm, founded in 2011. The firm provides personalized investment and financial advisory services primarily to individuals, including high net worth individuals, as well as to charitable organizations and select businesses. With about 12 employees, Hohimer specializes in comprehensive wealth management, retirement planning, and financial consulting, serving clients with tailored strategies to achieve their long-term financial goals.
Investment Strategy
Hohimer Wealth Management employs a client-focused investment approach, offering discretionary and non-discretionary portfolio management across equities, fixed income, and alternative assets. The firm emphasizes customized portfolio solutions, asset allocation, and holistic financial planning. Their strategy centers on understanding client goals and risk profiles, selecting diversified investments with an aim to preserve and grow wealth, and proactively managing assets for long-term results. They also manage accounts for charitable organizations and deploy capital in select alternative funds, such as affordable housing.
Top Holdings
Equity Positions (263)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.81% | $44.0M | 88,527 | $279.23 | $497.41 | +$10.7M |
G GBIL | GOLDMAN SACHS ETF TR | 6.12% | $34.5M | 344,292 | $100.15 | $100.15 | +$12.0M |
N NVDA | NVIDIA CORPORATION | 2.78% | $15.7M | 99,057 | $86.96 | $157.99 | +$4.8M |
V VUG | VANGUARD INDEX FDS | 2.70% | $15.2M | 34,695 | $295.07 | $438.40 | +$2.4M |
A AVGO | BROADCOM INC | 2.18% | $12.3M | 44,547 | $42.83 | $275.65 | +$4.8M |