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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hidden Cove Wealth Management have?","answer":"Hidden Cove Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hidden Cove Wealth Management invest in?","answer":"At the end of its last fiscal year, Hidden Cove Wealth Management’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 3% U.S. government and agency bonds, 3% cash and equivalents, 2% state and local bonds and 1% non-exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hidden Cove Wealth Management?","answer":"Hidden Cove Wealth Management’s direct owners are Ron Elzig (10% to 25%) and Shane Dir (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hidden Cove Wealth Management get paid?","answer":"Hidden Cove Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Hidden Cove Wealth Management registered with the SEC?","answer":"Yes, Hidden Cove Wealth Management has been registered with the SEC as an investment adviser since 25 March 2022. Its CRD number is 318677 and its SEC file number is 801-123527.","source":"Form ADV Part 1A, Item 1, filed 3 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Hidden Cove Wealth Management?","answer":"Hidden Cove Wealth Management’s main office is at 249 Winslow Way East, Suite 100, Bainbridge Island, WA 98110. Its phone number is 206-397-4890. 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