HIDDEN COVE WEALTH MANAGEMENT
HIDDEN COVE WEALTH MANAGEMENT, LLC Legal Name
Adviser information for HIDDEN COVE WEALTH MANAGEMENT last updated from Form ADV on June 26th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | JANUARY |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 757 | $193.1M |
| Non-Discretionary | 5 | $11.9M |
| Total | 762 | $205.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 220 | $32.6M |
| HNW Individuals | 44 | $102.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 67 | $67.3M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 3 | $2.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-123527 |
|---|---|
| SEC ERA File Number | 801-123527 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318677 |
| Legal Entity Identifier | None |
Principal Office
249 WINSLOW WAY EASTSUITE 100
BAINBRIDGE ISLAND
WA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 206-397-4890, Fax: None
Websites
Chief Compliance Officer
ASHLEY KRISTIN GOGGINS
249 WINSLOW WAY
SUITE 100
BAINBRIDGE ISLAND
WA
United States
Tel:
206-397-4890
C*********@*******M
(Full email address available in API data)
Regulatory Contact
JOHN CARR
COMPLIANCE COUNSEL (EXTERNAL)
6650 SW REDWOOD LANE
SUITE 220
PORTLAND
OR
United States
Tel:
503-635-5244
Fax:
503-635-2955
J****@******************M
(Full email address available in API data)
Industry Affiliates
| ONE STRATEGIC CAPITAL, INC. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ELZIG, RON, EUGENE | Individual | – | PRINCIPAL/INVESTMENT ADVISOR REPRESENTATIVE | 02/2022 | 5-10% |
| DIR, SHANE, Dale | Individual | – | PRINCIPAL/INVESTMENT ADVISOR REPRESENTATIVE | 02/2022 | > 75% |
| Martin, Darrell | Individual | – | PRINCIPAL/MEMBER | 02/2022 | 10-25% |
| GOGGINS, ASHLEY, KRISTIN | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2022 | < 5% |