Hidden Cove Wealth Management

Overview

Hidden Cove Wealth Management is an SEC registered investment adviser based in Bainbridge Island, WA, registered since 2022. It reports $404M in assets under management across 1,081 accounts, with 7 employees. It has 7 investment adviser representatives.

Reported AUM

$404M

Discretionary

99%

Accounts

1,081

Average account

$373K

Employees

7

Advisory reps

7

Registered since

2022

Jurisdictions

7

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Ron Eugene Elzig Principal, Ia Representative CRD 2040931
• Shane Dale Dir Principal, Ia Representative CRD 5167781
• Ashley Kristin Goggins Chief Compliance Officer CRD 4827913

Advisory reps 3 of 7

• Chad Bearden Insurance Agent · Investment Adviser Rep CRD 7481663
• Jordan Anthony Bingham Insurance Agent · Investment Adviser Rep CRD 6725950
• Shane D Dir Insurance Agent · Investment Adviser Rep CRD 5167781

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

249 Winslow Way E Ste 100
Bainbridge Island, WA 98110

County

Kitsap

Metro area

Bremerton-Silverdale-Port Orchard, WA

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: hcwm.com

Every state, with registration dates

Similar firms near Bainbridge Island

• Agate Pass Investment, LLCBainbridge Island, WA$336M AUM
• Brackenwood Capital Management, LLCBainbridge Island, WA$127M AUM
• New Alchemy Capital Investment Manager LLCBainbridge Island, WA
• Clear Creek Financial Management, LLCSilverdale, WA$1.9B AUM
• Parker Financial LLCSilverdale, WA$272M AUM