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Hidden Cove Wealth Management
SEC-regulated
Registered investment advisor
Hidden Cove Wealth Management, LLC, a Washington-based firm established in 2022, offers tailored investment advice acting exclusively in a fiduciary capacity. Their services include Private Wealth Management, combining portfolio management with financial planning, and Financial Planning and Consulting Services. The firm manages approximately $324,705,361 of client assets on a discretionary basis. Clients are required to engage the services of Recommended Brokers, such as Charles Schwab & Co., Inc., and Fidelity Distributors Company, LLC, for trade execution and custodial services. Hidden Cove Wealth Management does not charge performance-based fees, engage in side-by-side management, or vote client securities. The firm does not recommend securities in which they have a material financial interest and does not receive compensation for client referrals. Clients are encouraged to review account statements and reports provided by the custodian. Hidden Cove Wealth Management does not vote proxies on behalf of clients and does not have authority to vote client securities. The firm has no financial condition impairing its ability to meet contractual commitments.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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