H
CRD: 312877
Hidden Hills Wealth
Santa Monica, CA
3109251146
$127.5M Total AUM
$124.8M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-09-2021
- Office Locations
- 1
Office Locations
-- Santa Monica CA
About Hidden Hills Wealth
Hidden Hills Wealth is a Santa Monica-based RIA. The firm has been operating for 5 years. Managing $127.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$127.5M AVG AUM / ADVISOR
$9.8M AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Harbor Value pioneer Zenith focus Vector Value Momentum harbor
Client Personas
Focus matrix
Investment Themes
Catalyst pathway Unison Frontier catalyst
Investment Vehicles
Vital delta Legacy vital
Services
Value Eagle Capital Vertex Prime pioneer Capital zenith
Owner & Executives
GLORIA MOON KIM
Chief Compliance Officer, Financial Advisor, Managing Member, Portfolio Manager
- CRD
- #5744837
- Ownership
- 75% or more
(215) 667-3346
wave.foundation@atlascapital.com
in linkedin.com/in/delta-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,811,248 | $2,496,225 |
| Non-Discretionary | $2,723,502 | $680,876 |
| Total | $127,534,750 | $2,361,755 |
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Separately Managed Accounts
Total SMA Asset: $127,534,750
Equity - Exchange:
32.8% Public Funds:
30.4% U.S. Government/Agency:
18.1% Municipal Bonds:
7.0% Cash:
11.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $569,454,978 | 32.8% |
| Public Funds | $527,787,541 | 30.4% |
| U.S. Government/Agency | $314,241,924 | 18.1% |
| Municipal Bonds | $121,530,026 | 7.0% |
| Cash | $203,128,757 | 11.7% |
| Total | $1,736,143,226 | 100.0% |