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HIDDEN COVE WEALTH MANAGEMENT
HIDDEN COVE WEALTH MANAGEMENT is an SEC-registered investment adviser in BAINBRIDGE ISLAND, WA, registered since 2022. The firm manages $404 million in assets,...
HIDDEN COVE WEALTH MANAGEMENT
HIDDEN COVE WEALTH MANAGEMENT is an SEC-registered investment adviser in BAINBRIDGE ISLAND, WA, registered since 2022. The firm manages $404 million in assets, with $398 million on a discretionary basis. It employs 7 staff and 6 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What is Hidden Cove Wealth Management's structure?
Hidden Cove Wealth Management is registered as a federal investment adviser, which means it operates under SEC oversight and follows fiduciary rules. This regulatory status suggests it functions as a multi-family office rather than a single-family office, serving multiple clients while meeting disclosure and compliance requirements.
Does Hidden Cove Wealth Management disclose its AUM?
No public figure for assets under management has been identified. As an SEC-registered RIA, the firm files Form ADV which includes AUM ranges, but that data is not currently available from public sources. The firm appears to maintain a low public profile.
Who are the principals of Hidden Cove Wealth Management?
The names of principals or executive leaders have not been disclosed in public sources. The firm's website or SEC filings may contain this information, but they are not accessible through general web searches. The firm likely has a management team typical for an RIA, including a compliance officer and investment committee.
What investment services does Hidden Cove Wealth Management offer?
As a registered investment adviser, the firm likely offers portfolio management, financial planning, and wealth advisory services for high-net-worth families. Common offerings include asset allocation, tax-aware investing, estate planning coordination, and access to alternative investments. No specific product list is publicly available.
Where is Hidden Cove Wealth Management located?
The firm's headquarters city and address are not listed in widely available public records. Given the name 'Hidden Cove,' it may be based in a coastal or lakefront area, but this is speculative. The firm's SEC Form ADV would list its principal office address, but that document is not cited here.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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