Hohimer Wealth Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.2B
- Clients
- 579
- Avg AUM / client
- $2.2M
- Accounts
- 1,554
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 356 | $194M | 15.5% |
| High net worth individuals | 179 | $931M | 74.1% |
| Pooled investment vehicles (non-investment companies) | 2 | $19.1M | 1.52% |
| Charitable organizations | 10 | $18.5M | 1.47% |
| Corporations and other businesses | 32 | $93.1M | 7.41% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $12.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Us Affordable Housing Fund 1 Lp | Real Estate Fund | Delaware | $12.4M | 12 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Wpmg 401(k) Retirement Savings Plan Washington Permanente Medical Group, P.C. | 2024 | |
| Dakota Creek Industries, Inc. 401(k) Plan Dakota Creek Industries, Inc. | 2024 | |
| Bellmont Cabinet Co. 401 K Ps Plan & Trust Pacific Crest Industries, Inc., Dba Bellmont Cabinet Co. | 2024 | |
| Floform Countertops Llc 401(k) Plan Floform Countertops Llc | 2024 | |
| Urban Renaissance 401(k) Plan And Trust Urban Renaissance Group, Llc | 2024 | |
| Multicare Health System Retirement Account Plan Multicare Health System | 2024 | |
| Fast Water Heater Company 401(k) Plan Fast Water Heater Company | 2024 | |
| United Way Of King County 403(b) Plan United Way Of King County | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Henry Hohimer | Principal/Managing Member | Jan 2019 (8y) | 75% or more | |
| Taraban, Orest, Nicholas | Chief Compliance Officer | Mar 2019 (7y) | Less than 5% | |
| Patrick Thomas Conklin | Registered representative | CFP | Apr 2019 (7y) | |
| Alex Walter Peters | Registered representative | CFA | Apr 2019 (7y) | |
| Jack Henry Hohimer | Registered representative | Oct 2019 (7y) | ||
| Theresa Ann Kenyon | Registered representative | Jun 2021 (5y) | ||
| Bryan Eric Abdelnoor | Registered representative | CFP | Mar 2022 (4y) | |
| Kyle Christian Balcos | Registered representative | Aug 2023 (3y) | ||
| David John Simpson | Registered representative | Nov 2023 (3y) | ||
| Larry Lars Knudsen | Registered representative | Mar 2025 (1y) | ||
| Curtis Nilsen | Registered representative | May 2025 (1y) | ||
| Jennifer R Weaver | Registered representative | Jul 2025 (1y) | ||
| Philip Duane Tom | Registered representative | Jul 2025 (1y) | ||
| Baljit Kaur Gill | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $12.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Us Affordable Housing Fund 1 Lp | Real Estate Fund | $12.4M | $100K | 12 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wpmg 401(k) Retirement Savings Plan | Washington Permanente Medical Group, P.C. | 1,654 | $1.5B | 01/01/2024 |
| Dakota Creek Industries, Inc. 401(k) Plan | Dakota Creek Industries, Inc. | 178 | $1.9M | 01/01/2024 |
| Bellmont Cabinet Co. 401 K Ps Plan & Trust | Pacific Crest Industries, Inc., Dba Bellmont Cabinet Co. | 363 | $16.0M | 01/01/2024 |
| Floform Countertops Llc 401(k) Plan | Floform Countertops Llc | 280 | $9.8M | 01/01/2024 |
| Urban Renaissance 401(k) Plan And Trust | Urban Renaissance Group, Llc | 183 | $29.3M | 01/01/2024 |
| Multicare Health System Retirement Account Plan | Multicare Health System | 12,528 | $562M | 01/01/2024 |
| Fast Water Heater Company 401(k) Plan | Fast Water Heater Company | 156 | $3.2M | 01/01/2024 |
| United Way Of King County 403(b) Plan | United Way Of King County | 122 | $16.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $672M (54% of AUM) Mar 2026
- First Clearing, Llc $652M (96% of AUM) Mar 2021
- RBC $101M (8% of AUM) Mar 2026
- Charles Schwab & Co. $86.7M (7% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗