Adviser Profile

As of Date 03/08/2021
Registration status Registration Changed to HIDDEN HILLS WEALTH, LLC
ADV Location HIDDEN HILLS, CA, United States
AUM* 0
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

37M 32M 27M 21M 16M 11M 5M
2021
Discretionary
Non-discretionary

Private Funds

No private funds

Employees