{"url":"https://nivawealth.com/firms/hidden-hills-wealth-312877","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/312877","regulatoryAum":127534750,"crd":"312877","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5744837","suffix":null,"lastName":"KIM","firstName":"GLORIA","middleName":"MOON"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-06","regulatoryAum":38000000,"clients":15,"employees":1,"offices":1},{"filedOn":"2023-05-02","regulatoryAum":107658862,"clients":15,"employees":1,"offices":1},{"filedOn":"2024-03-12","regulatoryAum":115986194,"clients":14,"employees":1,"offices":1},{"filedOn":"2025-02-26","regulatoryAum":125497350,"clients":14,"employees":1,"offices":1},{"filedOn":"2026-03-17","regulatoryAum":127534750,"clients":13,"employees":1,"offices":1}],"secFileNumber":"801-128094","legalName":"Hidden Hills Wealth, LLC","displayName":"Hidden Hills Wealth","slug":"hidden-hills-wealth-312877","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"5 June 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":127534750,"discretionary":124811248,"discretionaryAccounts":50,"nonDiscretionary":2723502,"nonDiscretionaryAccounts":4,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":null,"fewerThan5":true,"regulatoryAum":500903},{"label":"High-net-worth individuals","clients":13,"regulatoryAum":123066199},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":3085216},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":882432}],"feePrograms":[{"role":"main","program":"Comprehensive Portfolio Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020482","versionId":1020482,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-17","documentName":"FORM ADV 2A FIRM BROCHURE","fee_rate_low":null,"fee_rate_high":1.75,"fee_negotiable":true,"minimum_account":1000000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Retirement Plan Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020482","versionId":1020482,"submittedOn":"2026-03-17","documentName":"FORM ADV 2A FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:54:17.197254+00:00","documents":[{"name":"FORM ADV 2A FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020482","versionId":1020482,"submittedOn":"2026-03-17"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":127534750}],"custodyNote":"Hidden Hills Wealth has custody of $57.1M in client assets for 4 clients.","otherCustodians":[],"leadership":[{"name":"Gloria Kim","title":"Managing Member & Chief Compliance Officer","crd":"5744837"}],"ownership":[{"label":"Gloria Kim","detail":"Managing member & chief compliance officer in the 75% or more ownership band and a control person, since March 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"310-925-1146","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":39},{"label":"U.S. government/agency bonds","percent":15},{"label":"U.S. state and local bonds","percent":13},{"label":"Securities issued by registered investment companies or business development companies","percent":29},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"17 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/312877/PDF/312877.pdf","brochureDate":"17 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020482","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Hidden Hills Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hidden Hills Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hidden Hills Wealth charge?","answer":"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.","source":"FORM ADV 2A FIRM BROCHURE, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hidden Hills Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hidden Hills Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hidden Hills Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Hidden Hills Wealth have a minimum investment?","answer":"Yes, Hidden Hills Wealth’s minimum account size for its Comprehensive Portfolio Management is $1M.","source":"FORM ADV 2A FIRM BROCHURE, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Hidden Hills Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hidden Hills Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Hidden Hills Wealth?","answer":"Its phone number is 310-925-1146.","source":"Form ADV Part 1A, Item 1.F, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}