Hidden Cove Wealth Management
Firm details
- Headquarters
- Bainbridge, Washington
- CRD number
- 318677
- Registered since
- March 25, 2022
- Website
- hcwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.32%
- Pension & Profit Sharing Plans18.89%
- Individuals15.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hidden Cove Wealth Management is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2022) and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities18%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$130M in ETFs
73%
$95.7M
15%
$34.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST EAGLE GLOBAL EQUITY ETF (FEGE) | $12.5M | 248,317 | 9.56% |
Location
Bainbridge, WA
Kitsap
Location
Bainbridge, WA
Headquartered in Bainbridge, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Kitsap
- Address
- 249 Winslow Way E
- Time zone
- PT (UTC-8)
- Office locations
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