Hidden Cove Wealth Management, LLC
● SEC registered since 2022CRD 318677SEC# 801-123527Bainbridge Island, WA
Reg. AUM
$403.5M
Employees
7
Accounts
1,081
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 $403.5 million in regulatory assets under management and employs 7 people.
Hidden Cove Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Kristin Goggins Control | Chief Compliance Officer | Under 5% | 2022 |
| Ron Eugene Elzig Control | Principal/Investment Advisor Representative | 10-25% | 2022 |
| Shane Dale Dir Control | Principal/Investment Advisor Representative | Over 75% | 2022 |
Frequently asked questions
How much does Hidden Cove Wealth Management, LLC manage?
Hidden Cove Wealth Management, LLC reports $403.5 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
| Address | 249 Winslow Way East, Suite 100, Bainbridge Island, WA 98110 |
| Phone | 206-397-4890 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$403.5M▲ 60%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$403.5Mregulatory AUM
Discretionary $398.2MNon-discretionary $5.3M