# Hohimer Wealth

> Secure financial portfolio dashboard, reports, and document vault for wealth management. (iPhone/iPad app by Hohimer Wealth Management LLC.)

- Source: https://appshunter.io/ios/app/hohimer-wealth/id1488139616 (this page in markdown: same URL + `.md`)
- Developer: [Hohimer Wealth Management LLC](https://appshunter.io/developer/1485617296)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 6 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 37 MB
- Languages: English
- Released: 2019-11-15
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/hohimer-wealth/id1488139616/reviews.md

## What is Hohimer Wealth?

This app provides an intuitive dashboard of your finances, interactive reports, document vault and more- all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete portfolio. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your wealth advisor. • And more!

## Key features

- Interactive portfolio dashboard
- Dynamic investment reports
- Secure document vault
- Advisor communication
- Financial overview


## Frequently asked questions about Hohimer Wealth

### What is Hohimer Wealth?

Hohimer Wealth is a free finance app that provides an interactive dashboard of your complete portfolio, dynamic investment reports, and a secure document vault for communication with your wealth advisor.

### Is Hohimer Wealth secure?

Yes, the app is designed with security in mind, offering a secure and easy-to-use mobile interface for managing your finances and documents.

### What devices does Hohimer Wealth support?

Hohimer Wealth is available for iPhone, iPad, and iPod devices.

### How often is Hohimer Wealth updated?

The app was last updated on October 26, 2024, with version 5.14.2, indicating regular maintenance and updates.

### What is the user rating for Hohimer Wealth?

Hohimer Wealth has an excellent rating of 5.0 stars based on 6 user reviews.

### Does Hohimer Wealth have ads?

No, Hohimer Wealth is ad-free, allowing for an uninterrupted user experience.

### What age rating is Hohimer Wealth?

Hohimer Wealth has an age rating of 4+, making it suitable for a wide range of users.

### Can I send and receive documents with my advisor on Hohimer Wealth?

Yes, the app features a document vault specifically for securely sending and receiving files with your wealth advisor.

## Version history (last 5 releases)

### 5.14.2 — 2024-10-26

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

### 5.5.0 — 2023-08-22

Bug fixes and performance updates

### 5.4.0 — 2023-02-09

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*