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Multi-Family OfficeRIA · CRD 318677SEC-Registered

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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...

Overview

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. HIDDEN COVE WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-02-03, it reported 7 employees; 1,081 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

General information

Firm type

Multi Family Office

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