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HIDDEN COVE WEALTH MANAGEMENT
HIDDEN COVE WEALTH MANAGEMENT, LLC
CRD 318677 · SEC 801-123527
249 WINSLOW WAY EAST, SUITE 100, BAINBRIDGE ISLAND, WA, 98110, United States
Phone
206-397-4890
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$403.5M
Discretionary AUM
$398.2M
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $63.7M |
| High net worth individuals | 81 | $263.6M |
| Pension/profit sharing plans | 49 | $76.2M |
States served
AZ, CA, CO, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD