HIDDEN COVE WEALTH MANAGEMENT, LLC
Legal name: HIDDEN COVE WEALTH MANAGEMENT
CRD #318677 SEC #801-123527 BAINBRIDGE ISLAND, WA 206-397-4890
SEC Registered
Total AUM
$335.2M
Discretionary
$324.7M
Employees
7
Clients
0
Accounts
949
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $335.2M | $324.7M | $10.5M | 7 | 0 |
| Jan 2025 | $252.9M | $242.4M | $10.5M | 7 | 0 |
| Dec 2024 | $252.9M | $242.4M | $10.5M | 7 | 0 |
| Aug 2024 | $252.9M | $242.4M | $10.5M | 7 | 0 |
| Jun 2024 | $252.9M | $242.4M | $10.5M | 7 | 0 |
| Apr 2024 | $252.9M | $242.4M | $10.5M | 8 | 0 |
| Jun 2023 | $205M | $193.1M | $11.9M | 8 | 2 |
| Apr 2023 | $205M | $193.1M | $11.9M | 8 | 2 |
| Oct 2022 | $109.8M | $109.8M | $0 | 8 | 4 |
| Jul 2022 | $109.8M | $109.8M | $0 | 8 | 4 |
| Feb 2022 | $0 | $0 | $0 | 8 | 0 |
DateMar 2025
Total AUM$335.2M
Discretionary$324.7M
Non-Disc.$10.5M
Employees7
Clients0
DateJan 2025
Total AUM$252.9M
Discretionary$242.4M
Non-Disc.$10.5M
Employees7
Clients0
DateDec 2024
Total AUM$252.9M
Discretionary$242.4M
Non-Disc.$10.5M
Employees7
Clients0
DateAug 2024
Total AUM$252.9M
Discretionary$242.4M
Non-Disc.$10.5M
Employees7
Clients0
DateJun 2024
Total AUM$252.9M
Discretionary$242.4M
Non-Disc.$10.5M
Employees7
Clients0
DateApr 2024
Total AUM$252.9M
Discretionary$242.4M
Non-Disc.$10.5M
Employees8
Clients0
DateJun 2023
Total AUM$205M
Discretionary$193.1M
Non-Disc.$11.9M
Employees8
Clients2
DateApr 2023
Total AUM$205M
Discretionary$193.1M
Non-Disc.$11.9M
Employees8
Clients2
DateOct 2022
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees8
Clients4
DateJul 2022
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees8
Clients4
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0