Overview
Assets Under Management: $125 million
High-Net-Worth Clients: 14
Average Client Assets: $9 million
Frequently Asked Questions
HIDDEN HILLS WEALTH, 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 #312877), HIDDEN HILLS WEALTH, LLC is subject to fiduciary duty under federal law.
HIDDEN HILLS WEALTH, LLC serves 14 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, HIDDEN HILLS WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
HIDDEN HILLS WEALTH, LLC manages $125 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, HIDDEN HILLS WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.51
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 61
Discretionary Accounts: 59
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 312877
Last Filing Date: 2025-02-26 00:00:00
Website: https://hiddenhillswealth.com