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HOHIMER WEALTH MANAGEMENT, LLC

SEATTLE, WA · CRD 300140 · IAPD ↗ · 206-709-5955

$1.26BRegulatory AUM
10Advisory reps
12Employees
0Clients
11-25Planning clients
2Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — HOHIMER WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2026 — HOHIMER WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($993.7M -> $1.26B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
February 2026 — HOHIMER WEALTH MANAGEMENT, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2025 — HOHIMER WEALTH MANAGEMENT, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2025 — HOHIMER WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
August 2025 — HOHIMER WEALTH MANAGEMENT, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — HOHIMER WEALTH MANAGEMENT, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2024 — HOHIMER WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2024 — HOHIMER WEALTH MANAGEMENT, LLC now reports 1 private fund(s) ($12.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.