DBA: HIDDEN COVE WEALTH MANAGEMENT
| Total AUM | $403.5M |
| Discretionary | $398.2M99% of AUM |
| Non-Discretionary | $5.3M |
| Client Accounts | 1,081 |
| Avg Account Size | $373K |
| Employees | 7 |
| Peak AUM | $403.5MFeb 2026 |
Total AUM
$404M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $404M | +59.5% | +27.0% | — | |
| Discretionary AUM | $398M | ||||
| Total AUM | $403.5M |
| Discretionary | $398.2M |
| Employees | 7 |
| Client Accounts | 1081 |
| Client Range | 0 |
Address
249 WINSLOW WAY EAST
BAINBRIDGE ISLAND WA 98110
Phone
206-397-4890
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$398M
98.7% of AUM
Non-Discretionary
$5M
1.3% of AUM
Disc. mix ▲ 2.8pp vs 1 year ago
Custody
| +64.3% |
| +29.1% |
| — |
| Non-Disc. AUM | $5M | 49.5% | 24.9% | — |
| Total Accounts | 1k | +28.8% | +13.1% | — |
| Avg Account Size | $373,272.15 | +23.8% | +12.3% | — |
| Employees | 7 | 0.0% | 4.6% | 3.3% |
| AUM / Employee | $58M | +59.5% | +33.1% | — |
Client AUM Segments | |||||
| Wealth AUM | $327M | +93.5% | +36.6% | — | |
| Institutional AUM | $76M | 9.0% | +3.1% | — | |
Client Count Segments | |||||
| HNW Clients | 192 | 62.6% | 4.7% | — | |
| Institutional | 49 | 55.9% | 11.8% | — | |
| Individuals | 81 | 62.3% | +24.0% | — | |