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| Hidden Cove Wealth Management LLC
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|---|---|
| CRD # | 318677 |
| SEC # | 801-123527 |
| CIK # | 0001963736 |
| AUM | 403.5 M (2026-02-03) |
| 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 | 6.7 | |
| Nvidia Corp | 4.6 | |
| Microsoft Corp | 3.3 | |
| Unity Software Inc | 2.9 | |
| Vistra Energy Corp | 1.9 | |
| Alliance Resource Partners LP | 1.9 | |
| Amazon Com Inc | 1.6 | |
| Broadcom Inc | 1.5 | |
| J P Morgan Chase & Co | 1.1 | |
| Alphabet Inc | 1.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 63.7 |
| (b) Individuals (high net worth individuals) | 81 | 263.6 |
| (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 | 49 | 76.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,081 | 403.5 |
| By Discretionary | ||
| Discretionary | 1,053 | 398.2 |
| Non-Discretionary | 28 | 5.3 |
| Total | 1,081 | 403.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.5 | |
| Total | 1,081 | 403.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963736] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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