Overview
Assets Under Management: $253 million
Headquarters: BAINBRIDGE ISLAND, WA
High-Net-Worth Clients: 72
Average Client Assets: $3 million
Frequently Asked Questions
HIDDEN COVE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318677), HIDDEN COVE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HIDDEN COVE WEALTH MANAGEMENT, LLC is headquartered in BAINBRIDGE ISLAND, WA.
HIDDEN COVE WEALTH MANAGEMENT, LLC serves 72 high-net-worth clients according to their SEC filing dated January 02, 2025. View client details ↓
According to their SEC Form ADV, HIDDEN COVE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HIDDEN COVE WEALTH MANAGEMENT, LLC manages $253 million in client assets according to their SEC filing dated January 02, 2025.
According to their SEC Form ADV, HIDDEN COVE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.18
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 839
Discretionary Accounts: 834
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 318677
Last Filing Date: 2025-01-02 00:00:00
Website: https://hcwm.com