Hidden Hills Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Hidden Hills Wealth reports 13 clients. They include 13 high-net-worth individuals. Of its assets, 97.9% ($125M across 50 accounts) are managed with discretion; $2.72M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 100% | 96% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $501K | 0.4% | — |
| High-net-worth individuals | 13 | $123M | 96.5% | $9.47M |
| Pension and profit-sharing plans | Fewer than 5 | $3.09M | 2.4% | — |
| Corporations and other businesses | Fewer than 5 | $882K | 0.7% | — |
| Total | 13 | $128M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $501K
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- 13
- Regulatory AUM
- $123M
- AUM share
- 96.5%
- Avg. per client
- $9.47M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.09M
- AUM share
- 2.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $882K
- AUM share
- 0.7%
- Avg. per client
- —
Total
- Clients
- 13
- Regulatory AUM
- $128M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Hidden Hills Wealth charges up to 1.75% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Consulting
- Retirement plan consulting fees are a percentage of managed plan assets that will not exceed 1.50%, with fee-paying arrangements set case by case in the signed consulting agreement.
Gloria Kim owns 75% or more of Hidden Hills Wealth. The leadership team of Hidden Hills Wealth includes Chief Compliance Officer Gloria Kim. It has 1 employee.
Leadership
- Gloria KimManaging Member & Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Hidden Hills Wealth, LLC
Gloria Kim
Control person · since March 2021
Hidden Hills Wealth’s regulatory assets grew 3.4× from $38M (July 2021) to $128M (March 2026); clients fell from 15 to 13 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $128M | 13 | 1 | 1 |
| Feb 2025February 2025 | $125M | 14 | 1 | 1 |
| Mar 2024March 2024 | $116M | 14 | 1 | 1 |
| May 2023May 2023 | $108M | 15 | 1 | 1 |
| Jul 2021July 2021 | $38M | 15 | 1 | 1 |
Besides its headquarters, Hidden Hills Wealth has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Hidden Hills Wealth, LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 310-925-1146
- SEC file
- 801-128094
- Structure
- California LLC
- Fiscal year end
- December
Hidden Hills Wealth’s named custodian for separately managed accounts is Charles Schwab ($128M). Hidden Hills Wealth has custody of $57.1M for 4 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $128M100%
At year end, Hidden Hills Wealth’s separately managed accounts were largely in stocks (39%) and funds (29%).
What the accounts hold
- Stocks39%
- Funds29%
- Bonds28%
- U.S. government and agency bonds15%
- State and local bonds13%
- Cash4%
How many clients does Hidden Hills Wealth have?
Hidden Hills Wealth has 13 clients and manages $128 million for them, as of March 2026. They include 13 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Hidden Hills Wealth offer?
Hidden Hills Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hidden Hills Wealth charge?
Hidden Hills Wealth charges up to 1.75% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Which custodians does Hidden Hills Wealth use?
Hidden Hills Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $128M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Hidden Hills Wealth have?
Hidden Hills Wealth has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hidden Hills Wealth invest in?
At the end of its last fiscal year, Hidden Hills Wealth’s separately managed accounts held 39% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 15% U.S. government and agency bonds, 13% state and local bonds and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Hidden Hills Wealth have a minimum investment?
Yes, Hidden Hills Wealth’s minimum account size for its Comprehensive Portfolio Management is $1M.
Who owns Hidden Hills Wealth?
Hidden Hills Wealth’s direct owner is Gloria Kim (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Hidden Hills Wealth get paid?
Hidden Hills Wealth is paid through a percentage of assets under management. 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
How do I contact Hidden Hills Wealth?
Its phone number is 310-925-1146.