Insights

High net worth focus The firm positions itself as a Seattle-based wealth manager delivering white glove, high-touch service to high net worth individuals, suggesting opportunities to cross-sell premium advisory, trust and family office services, and consolidated financial planning solutions.

Affiliated lending access HWM has an affiliated lending entity (LendinCo) which may create referral relationships and potential lending services opportunities for clients needing financing, mortgage solutions, or leverage against investments.

Regulatory transparency Public Form ADV disclosures indicate awareness of conflicts of interest and compliance posture around referrals to affiliated lending, which can be leveraged to build trust with clients and differentiate via strong governance and disclosure practices.

Active asset allocation Recent quarterly stakes in diverse equities and mining/industrial names show an active investment program with discretionary or advisory capabilities; potential upsell of model portfolios, alternative investments, or enhanced research-based advisory.

Growth and scale signals Revenue is in the mid-range for boutique firms; with 11-50 employees and notable media coverage of investments, there is potential to offer scalable tech-enabled advisory platforms, succession planning services, and deeper analytics to support growth.

Similar companies to Hohimer Wealth Management

Hohimer Wealth Management Tech Stack

Hohimer Wealth Management uses 8 technology products and services including iCIMS, Statamic, WordPress, and more. Explore Hohimer Wealth Management's tech stack below.

Media & News

Hohimer Wealth Management's Email Address Formats

Hohimer Wealth Management uses at least 2 email formats:
Hohimer Wealth Management Email FormatsExamplePercentage
FLast@hohimerwealthmanagement.comJDoe@hohimerwealthmanagement.com
94%
First.Middle.Last@hohimerwealthmanagement.comJohn.Michael.Doe@hohimerwealthmanagement.com
6%

Frequently Asked Questions

What is Hohimer Wealth Management's official website and social media links?

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Hohimer Wealth Management's official website is hohimerwealthmanagement.com and has social profiles on LinkedIn.

How much revenue does Hohimer Wealth Management generate?

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As of September 2026, Hohimer Wealth Management's annual revenue is estimated to be $100M - $250M.

What is Hohimer Wealth Management's NAICS code?

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Hohimer Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Hohimer Wealth Management have currently?

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As of September 2026, Hohimer Wealth Management has approximately 19 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: D. L. and Director Of Investments: A. P. Explore Hohimer Wealth Management's employee directory with LeadIQ.

What industry does Hohimer Wealth Management belong to?

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Hohimer Wealth Management operates in the Financial Services industry.

What technology does Hohimer Wealth Management use?

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Hohimer Wealth Management's tech stack includes iCIMS, Statamic, WordPress, Mailgun, Google Cloud, Netlify, PHP and Piwik PRO Core.

What is Hohimer Wealth Management's email format?

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Hohimer Wealth Management's email format typically follows the pattern of FLast@hohimerwealthmanagement.com. Find more Hohimer Wealth Management email formats with LeadIQ.

When was Hohimer Wealth Management founded?

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Hohimer Wealth Management was founded in 2019.
Hohimer Wealth Management logo

Hohimer Wealth Management

Financial ServicesWashington, United States11-50 Employees

Hohimer Wealth Management is a Seattle-based financial services firm that provides investment advisory services through its affiliated entity, Hohimer Wealth Management, LLC (HWM). The firm emphasizes a high-touch, white-glove experience for high net worth individuals, focusing on both financial outcomes and family considerations. HWM operates under a framework that requires clients to sign an advisory agreement and receive Form ADV disclosures, reflecting its regulated approach to managing assets and addressing potential conflicts of interest with affiliated lending services offered by LendinCo, LLC. The company positions itself within the wealth management sector by offering personalized advisory services and maintaining transparency about relationships and potential conflicts, with additional information available through legal and regulatory documents. The practice is based in Seattle, Washington, and serves clients through a relatively small professional team. Recent activity indicates ongoing asset holdings and trades in various equities and mining-related securities, as reported by market and financial information outlets. } }**Oops** The above was an attempt to provide content, but there is a formatting error in the closing braces. Here is the corrected version. } }** Correction **} {

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
11-50

Section iconFunding & Financials

  • $100M - $250M

    Hohimer Wealth Management's revenue is estimated to be in the range of $100M - $250M

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