$403.5M Total AUM
$398.2M Disc. AUM
49.3% 3Y CAGR
7 Employees
322 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-25-2022
- Office Locations
- 1
Office Locations
249 Winslow WAY East Suite 100 Bainbridge Island WA
About Hidden Cove Wealth Management
Hidden Cove Wealth Management is a Bainbridge Island-based RIA. The firm has been operating for 4 years. Managing $403.5M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
26 AVG AGE
$67.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.3 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
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Owner & Executives
SHANE DALE DIR
INVESTMENT ADVISOR REPRESENTATIVE, PRINCIPAL, Wealth Advisor
- CRD
- #5167781
- Ownership
- 75% or more
Available
Available
Available
RON EUGENE ELZIG
INVESTMENT ADVISOR REPRESENTATIVE, Managing Director, PRINCIPAL
- CRD
- #2040931
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 3 owners & executives
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Chad Bearden
Wealth Advisor
- CRD
- #7481663
Available
Available
Available
JORDAN ANTHONY BINGHAM
Wealth Advisor
- CRD
- #6725950
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $398,216,457 | $378,173 |
| Non-Discretionary | $5,290,737 | $188,955 |
| Total | $403,507,194 | $373,272 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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