Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 06/05/2023
Other registrations (3)
Former registrations

HIDDEN HILLS WEALTH, LLC

Contact Info 310 xxxxxxx
AUM* 127,534,750 10%
of that, discretionary 124,811,248 8%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,361,755 18%
% High Net Worth 81.25% -1%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

125M 107M 89M 71M 53M 36M 18M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary