HIDDEN COVE WEALTH MANAGEMENT

Legal name: HIDDEN COVE WEALTH MANAGEMENT, LLC

CRD 318677File 801-123527

APPROVED

Retail clients

Custody

Filing as of Feb 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$403.5M

Below cohort median (national)

Discretionary AUM

$398.2M

Non-discretionary $5.3M

Clients

322

1,081 accounts

Employees

Above cohort median in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Mar 25, 2022
Principal office: 249 WINSLOW WAY EAST, SUITE 100, BAINBRIDGE ISLAND, WA, 98110
Phone: 206-397-4890
Website: https://www.hcwm.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $403.5M
Discretionary AUM: $398.2M
Non-discretionary AUM: $5.3M
Discretionary accounts: 1,053
Non-discretionary accounts: 28
Total accounts: 1,081
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	81	$263.6M
Pension and profit sharing plans	49	$76.2M
Individuals (other than high net worth individuals)	192	$63.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.