Hohimer Wealth Management, LLC

Hohimer Wealth Management, LLC (CRD# 300140) is a financial advisory firm headquartered in Seattle, WA. They manage $795,999,270 in 963 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
One Union Square, 600 University Street, Suite 2401, Seattle, WA 98101
https://www.linkedin.com/company/hohimer-wealth-manageme
By the Numbers
  • Total Assets Under Management
    796
    MILLION
  • Total Number of Accounts
    963
    ACCOUNTS
  • Average Account Value
    $826,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IN, MN, MT, NY, OR, TX, WA

Financial Advisors at Hohimer Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Patrick Conklin, financial advisor Seattle WA
Patrick T. Conklin
CRD#: 6200472
One Union Square, 600 University Street, Suite 2401, Seattle, WA 98101

Patrick Conklin (CRD# 6200472) is an Investment Advisor Representative working at Hohimer Wealth Management, LLC in Seattle, WA and has over 10 years of experience in the finance industry.

2
David Hohimer, financial advisor Seattle WA
David H. Hohimer
CRD#: 2146704
One Union Square, 600 University Street, Suite 2401, Seattle, WA 98101

David Hohimer (CRD# 2146704) is an Investment Advisor Representative working at Hohimer Wealth Management, LLC in Seattle, WA and has over 32 years of experience in the finance industry.

3
Alex Peters, financial advisor Seattle WA
Alex W. Peters
CRD#: 2009148
One Union Square, 600 University Street, Suite 2401, Seattle, WA 98101

Alex Peters (CRD# 2009148) is an Investment Advisor Representative working at Hohimer Wealth Management, LLC in Seattle, WA and has over 34 years of experience in the finance industry.

4
David Simpson, financial advisor Seattle WA
David J. Simpson
CRD#: 6854825
One Union Square, 600 University Street, Suite 2401, Seattle, WA 98101

David Simpson (CRD# 6854825) is an Investment Advisor Representative working at Hohimer Wealth Management, LLC in Seattle, WA and has over 6 years of experience in the finance industry.

5
Jack Hohimer, financial advisor Seattle WA
Jack H. Hohimer
CRD#: 6703553
One Union Square, 600 University Street, Suite 2401, Seattle, WA 98101

Jack Hohimer (CRD# 6703553) is an Investment Advisor Representative working at Hohimer Wealth Management, LLC in Seattle, WA and has over 4 years of experience in the finance industry.

6
Theresa Kenyon, financial advisor Seattle WA
Theresa A. Kenyon
CRD#: 7397957
One Union Square, 600 University Street, Suite 2401, Seattle, WA 98101

Theresa Kenyon (CRD# 7397957) is an Investment Advisor Representative working at Hohimer Wealth Management, LLC in Seattle, WA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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