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| Keyboard |
| Hidden Hills Wealth LLC
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|---|---|
| CRD # | 312877 |
| SEC # | 801-128094 |
| CIK # | |
| AUM | 127.5 M (2026-03-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 310-925-1146 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.5 |
| (b) Individuals (high net worth individuals) | 13 | 123.1 |
| (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 | 0 | 3.1 |
| (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 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 54 | 127.5 |
| By Discretionary | ||
| Discretionary | 50 | 124.8 |
| Non-Discretionary | 4 | 2.7 |
| Total | 54 | 127.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.5 | |
| Total | 54 | 127.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Wiser Advisor Group LLC
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127.8 M | |
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Split Creek LLC
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127.7 M | |
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Global Portfolio Solutions Inc
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Willow Financial LLC
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AR | 127.6 M |
|
Align Advisor Group LLC
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|
S Capital Wealth Advisors LLC
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|
Cardinal Retirement Planning Inc
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127.4 M | |
|
Luminescent Wealth Management Inc
✚
|
AZ | 127.4 M |
|
2 Knights Wealth Management LLC
✚
|
OH | 127.3 M |
|
Fairchild Financial Advisors Inc
✚
|
CA | 127.3 M |