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Hidden Cove Wealth Management, LLC

● SEC registered since 2022CRD 318677SEC# 801-123527Bainbridge Island, WA
Export (members)
Reg. AUM
$335.2M
Employees
7
Accounts
949
Location
Bainbridge Island, WA

Hidden Cove Wealth Management, LLC assets under management

Hidden Cove Wealth Management, LLC is an investment advisory firm registered with the SEC based in Bainbridge Island, WA. The firm has been registered since 2022. It reports $335.2 million in regulatory assets under management and employs 7 people.
www.hcwm.comView on SEC.gov ↗

Hidden Cove Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Ashley Kristin Goggins ControlChief Compliance OfficerUnder 5%2022
Ron Eugene Elzig ControlPrincipal/Investment Advisor Representative10-25%2022
Shane Dale Dir ControlPrincipal/Investment Advisor RepresentativeOver 75%2022

Frequently asked questions

How much does Hidden Cove Wealth Management, LLC manage?

Hidden Cove Wealth Management, LLC reports $335.2 million in regulatory assets under management on its Form ADV.

How many employees does Hidden Cove Wealth Management, LLC have?

Hidden Cove Wealth Management, LLC reports 7 employees.

Where is Hidden Cove Wealth Management, LLC located?

Hidden Cove Wealth Management, LLC is based in Bainbridge Island, WA and has been SEC-registered since 2022.

Does Hidden Cove Wealth Management, LLC disclose fund performance?

Hidden Cove Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address249 Winslow Way East, Suite 100, Bainbridge Island, WA 98110
Phone206-397-4890
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$324.7M
Non-discretionary$10.5M
Total (RAUM)$335.2M