BAINBRIDGE ISLAND, WACRD 318677Latest ADV February 3, 2026
Hidden Cove Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bainbridge Island, WA. Its latest Form ADV filing, dated February 3, 2026, reports $404M in regulatory assets under management, 7 employees, and 1,081 accounts.
Assets Under Management
$404M
Employees
7
Offices
--
Total Clients
322
Primary office
BAINBRIDGE ISLAND, WA
249 WINSLOW WAY EAST, SUITE 100, BAINBRIDGE ISLAND, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.6% of total clients.
Top client categories% of clientsClients
1
Individuals
59.6%
192
2
HNWI
25.2%
81
3
Pension Plans
15.2%
49
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$404Mas of February 3, 2026
Discretionary98.7%
$398M
99% of total RAUM98.7%
Non-discretionary1.3%
$5M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$404M
Total Accounts1,081
10Y AUM Change+$404M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee46:1
10Y Employee Change-1 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.