Baljit K. Gill

HOHIMER WEALTH MANAGEMENT

SEATTLE, WA 98101

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CRD#: 6759119

Professional summary

Baljit Kaur Gill, who also goes by Baljit Kaur Kaila, is a registered financial advisor currently at HOHIMER WEALTH MANAGEMENT, LLC located in Seattle, Washington.

Baljit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Baljit has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Baljit Kaur Kaila

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Baljit Kaur Gill's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 14, 2026 - Present

HOHIMER WEALTH MANAGEMENT, LLC

Office #1: One Union Square 600 University Street, Suite 2401, Seattle, WA 98101

RIA

CRD#: 300140

SEATTLE, WA

Past

April 4, 2022 - September 29, 2025

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SEATTLE, WA

Past

August 31, 2020 - September 29, 2025

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HOHIMER WEALTH MANAGEMENT, LLC

CRD#: 300140 / SEC#: 801-114746

RIA

Registered Investment Advisory firm - (2/28/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(7/14/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/2/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/31/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/7/2019

Securities Industry Essentials Examination

Current Firm

HOHIMER WEALTH MANAGEMENT, LLC

CRD#: 300140 / SEC#: 801-114746

RIA

Registered Investment Advisory firm - (2/28/2019 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(206) 709-5955

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOHIMER WEALTH MANAGEMENT FORM ADV 2A BROCHURE (3/31/2025)

HOHIMER WEALTH MANAGEMENT WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,229
AUM (Assets Under Management)	$ 993,696,676

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Baljit K. Gill

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Baljit Kaur Gill's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOHIMER WEALTH MANAGEMENT, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

HOHIMER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/2/2022

Series 7TO

Date: 8/31/2020

SIE

Date: 9/7/2019

Current Firm

HOHIMER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HOHIMER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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