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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hidden Cove Wealth Management LLC
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|---|---|
| CRD # | 318677 |
| SEC # | 801-123527 |
| CIK # | 0001963736 |
| AUM | $335.2 M (2025-03-26) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 206-397-4890 |
| Address | 249 Winslow Way East Bainbridge Island, WA 98110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.1 | ||
| Microsoft Corp | 4.1 | ||
| Nvidia Corp | 3.8 | ||
| Unity Software Inc | 3.4 | ||
| Vistra Energy Corp | 2.5 | ||
| Alliance Resource Partners LP | 1.8 | ||
| Amazon Com Inc | 1.8 | ||
| Cisco Systems Inc | 1.3 | ||
| Broadcom Inc | 1.2 | ||
| J P Morgan Chase & Co | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 50.5 |
| (b) Individuals (high net worth individuals) | 72 | 205.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 65.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 14.3 |
| (n) Other | 0 | 0.0 |
| Total | 949 | 335.2 |
| By Discretionary | ||
| Discretionary | 929 | 324.7 |
| Non-Discretionary | 20 | 10.5 |
| Total | 949 | 335.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.2 | |
| Total | 949 | 335.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001963736] |
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|---|---|---|
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Blossom Wealth Management LLC
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0.3 | |
|
Julex Capital Management LLC
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|
MA | 0.3 |
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U S Boston Capital Corporation
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Moirai Wealth Management LLC
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0.3 | |
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Skyline Advisors Inc
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WA | 0.3 |
|
Erben Associates LLC
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TX | 0.3 |
|
Mann Financial Services Inc
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MN | 0.3 |
|
Dravo Bay LLC
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DE | 0.3 |
|
Heritage Financial LLC
✚
|
VA | 0.3 |
|
Greykasell Wealth Strategies Inc
✚
|
CA | 0.3 |