Hidden Hills Wealth

Overview

Hidden Hills Wealth is an independent, SEC-registered registered investment adviser organized as a limited liability company and run as an individual-owned RIA. The firm positions itself as a capital allocator for high-net-worth individuals and families, delivering financial planning and discretionary portfolio management alongside advisory services for small businesses and institutions. Its stated service set also includes pension consulting and the selection of other advisers, indicating regular use of third-party managers and subadvisors when specialty exposure is required. Investment activity skews toward liquid public markets with a clear preference for equities as the primary building block of client portfolios. At the same time, Hidden Hills Wealth allocates to a range of private-market strategies — private equity, venture capital, real estate, commodities and collateralized debt — using third-party fund managers to access those exposures. The firm charges fees based on a percentage of assets under management and operates with a concentrated client base, enabling more bespoke portfolio construction and tailored alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices