David
Hohimer

Hohimer Wealth Management, LLC

CRD#2146704
Investment Advisor
in Seattle, WA

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About this Advisor

David Hohimer is a financial advisor who works in Seattle, Washington with a total of 4 years of relevant experience. Hohimer is on the advisory team at Hohimer Wealth Management, LLC. Throughout their career, Hohimer has worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Hohimer Wealth Management LLC, Risk & Liability Consultants LLC and Lendinco. Hohimer holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Hohimer Wealth Management, LLC is a business based in Seattle, WA. It controls $686 million in assets under management among its 807 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 10 charitable organizations. Of its 807 accounts, 34% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Hohimer Wealth Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees depend on the type of financial services offered. Fee types charged by Hohimer Wealth Management, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

One Union Square 600 University Street, Suite 2401
Seattle, WA 98101

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Hohimer Wealth Management, LLC Brokerage Details

Total Assets Under Management

$686,182,820

WA Average: $3,566,627,242
Total Number of Employees

9

WA Average: 46
Total Number of Accounts

807

WA Average: 1,499
Average Account Size

$850,289

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Hohimer Work History

David has been registered as a financial advisor for 4 years.*

2020 - Present (4 years)

Risk & Liability Consultants LLC

2020 - Present (4 years)

Lendinco

2019 - Present (5 years)

Hohimer Wealth Management LLC

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Hohimer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hohimer Wealth Management, LLC

Bryan Abdelnoor
Seattle, WA
Patrick Conklin
Seattle, WA
David Simpson
Seattle, WA
Theresa Kenyon
Seattle, WA
David Hohimer
Seattle, WA
Jon Murdock
Seattle, WA
Jack Hohimer
Seattle, WA
Alex Peters
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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