HIDDEN HILLS WEALTH

HIDDEN HILLS WEALTH, LLC Legal Name

Adviser information for HIDDEN HILLS WEALTH last updated from Form ADV on March 12th, 2024. 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 DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 54 $115.3M
Non-Discretionary 4 $644,585
Total 58 $116.0M

Clients

Type Number RAUM
Individuals <5 $624,726
HNW Individuals 14 $113.1M
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 <5 $1.5M
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 <5 $684,264
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUM

Identifiers

SEC RIA File Number 801-128094
SEC ERA File Number 801-128094
SEC CIK Numbers None
SEC CRD Numbers 312877
Legal Entity Identifier None

Principal Office

728 22ND STREET
SANTA MONICA
CA
United States
Monday - Friday, 8 AM - 5 PM
Tel: 310-925-1146, Fax: None

Chief Compliance Officer

GLORIA KIM
MANAGING MEMBER
728 22ND STREET
SANTA MONICA
CA
United States
Tel: 310-925-1146
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KIM, GLORIA, MOON Individual MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 03/2021 > 75%

No. Employees, Historic

10502023202420251 on 5/2/20231 on 10/18/20231 on 3/12/2024

RAUM, Historic

200M100M0202320242025107658862 on 5/2/2023107658862 on 10/18/2023115986194 on 3/12/2024

No. Clients, Historic

2010020232024202515 on 5/2/202315 on 10/18/202314 on 3/12/2024