Hidden Cove Wealth Management

Hidden Cove Wealth Management (CRD# 318677) is a financial advisory firm headquartered in Bainbridge Island, WA. They manage $252,904,408 in 839 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
249 Winslow Way East, Suite 100, Bainbridge Island, WA 98110
https://www.hcwm.com
By the Numbers
  • Total Assets Under Management
    253
    MILLION
  • Total Number of Accounts
    839
    ACCOUNTS
  • Average Account Value
    $301,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, OR, TX, WA

Financial Advisors at Hidden Cove Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
David Beck, financial advisor Bainbridge Island WA
David S. Beck
CRD#: 5788975
249 Winslow Way East, Suite 100, Bainbridge Island, WA 98110

David Beck (CRD# 5788975) is an Investment Advisor Representative working at Hidden Cove Wealth Management in Bainbridge Island, WA and has over 13 years of experience in the finance industry.

2
Jordan Bingham, financial advisor Bainbridge Island WA
Jordan A. Bingham
CRD#: 6725950
249 Winslow Way East, Suite 100, Bainbridge Island, WA 98110

Jordan Bingham (CRD# 6725950) is an Investment Advisor Representative working at Hidden Cove Wealth Management in Bainbridge Island, WA and has over 7 years of experience in the finance industry.

3
Shane Dir, financial advisor Bainbridge Island WA
Shane D. Dir
CRD#: 5167781
249 Winslow Way East, Suite 100, Bainbridge Island, WA 98110

Shane Dir (CRD# 5167781) is an Investment Advisor Representative working at Hidden Cove Wealth Management in Bainbridge Island, WA and has over 17 years of experience in the finance industry.

4
Chad Bearden, financial advisor Bainbridge Island WA
Chad Bearden
CRD#: 7481663
249 Winslow Way East, Suite 100, Bainbridge Island, WA 98110

Chad Bearden (CRD# 7481663) is an Investment Advisor Representative working at Hidden Cove Wealth Management in Bainbridge Island, WA and has over 2 years of experience in the finance industry.

5
Jonathan Magee, financial advisor Bainbridge Island WA
Jonathan N. Magee
CRD#: 6961611
249 Winslow Way East, Suite 100, Bainbridge Island, WA 98110

Jonathan Magee (CRD# 6961611) is an Investment Advisor Representative working at Hidden Cove Wealth Management in Bainbridge Island, WA and has over 4 years of experience in the finance industry.

6
Andrew Turner, financial advisor Bainbridge Island WA
Andrew N. Turner
CRD#: 7148796
249 Winslow Way East, Suite 100, Bainbridge Island, WA 98110

Andrew Turner (CRD# 7148796) is an Investment Advisor Representative working at Hidden Cove Wealth Management in Bainbridge Island, WA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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