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, SEC-registered RIA organized as an LLC and launched in 2022. The firm operates as a capital allocator for both individual/family and institutional clients, offering financial planning and portfolio management services for individuals and small businesses, selection of other advisers, and pension consulting. Its fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options. The firm reports an affiliation with an insurance company and does not position itself as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1ASHLEY GOGGINS
Chief Compliance OfficerCRD 4827913
Contacts
3 of 6ANDREW TURNER
Wealth AdvisorCRD 7148796
SHANE DIR
PrincipalCRD 5167781
Jonathan Magee
Wealth AdvisorCRD 6961611
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$122M in ETFs
74%
$90.9M
23%
$31.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) | BlackRock | Passive | Large Growth | $16.5M | 66,496 | 13.54% |
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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