Hohimer Wealth Management, LLC

Hohimer Wealth Management is an SEC-registered multi-advisor firm that provides investment and wealth management, financial planning, consulting, and ERISA fiduciary services to individuals, high‑net‑worth clients, pensions, trusts, corporations, and private investment funds. In addition to standard AUM-based portfolio management for individual clients, the firm acts as investment manager for two private real estate funds and advises on pooled investment vehicles.

The firm combines fundamental, quantitative, technical, and qualitative analysis across active and passive strategies and may engage independent managers where appropriate. HWM recently introduced a “Hedged Growth” strategy that selects equities using fundamental analysis and employs covered calls and purchased put hedges guided by technical analysis, with active tax-management considerations for taxable accounts.

What distinguishes HWM from many peers is its role as a private fund adviser and its direct management of pooled vehicles, including private funds that may pay performance‑based fees (e.g., net profits above a hurdle rate subject to a high‑water mark), as disclosed in offering documents. The firm also offers a separate Tax & Accounting Solutions unit that requires an “Authorization for Unified Services and Information Sharing” to exchange client data, and it discloses affiliations with lending and insurance brokerages that can give rise to referral and compensation conflicts.