Hidden Cove Wealth Management
Firm details
- Headquarters
- Bainbridge, Washington
- CRD number
- 318677
- Registered since
- March 25, 2022
- Website
- hcwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.32%
- Pension & Profit Sharing Plans18.89%
- Individuals15.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hidden Cove Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm acts as a capital allocator and serves both individual/family and institutional clients, offering a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers. Its billing model includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm does not position itself as an active ESG investor and reports a single-state registration footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities18%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
1 of 1
Ashley Goggins
Chief Compliance OfficerCRD 4827913
Contacts
3 of 6
Andrew Turner
Wealth AdvisorCRD 7148796
Shane Dir
PrincipalCRD 5167781
Jonathan Magee
Wealth AdvisorCRD 6961611
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$128M in ETFs
75%
$96.7M
22%
$31.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) | BlackRock | Passive | Large Growth | $20.2M | 69,390 | 15.71% |
Location
Bainbridge, WA
Kitsap
Location
Bainbridge, WA
Headquartered in Bainbridge, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Kitsap
- Address
- 249 Winslow Way E
- Time zone
- PT (UTC-8)
- Office locations
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