H
Hidden Hills Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$127,534,750
Total clients
13
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$9,810,365
About
Hidden Hills Wealth provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations and employer-sponsored pension and profit-sharing plans. Services include comprehensive portfolio management, referrals to and oversight of third‑party money managers, and ongoing retirement plan consulting for plan sponsors.
The firm combines strategic asset-allocation frameworks with fundamental, quantitative, sector and qualitative analysis to construct portfolios that may include ETFs, mutual funds, individual securities and fixed‑income instruments, and it monitors and rebalances accounts on a regular basis. It also employs duration management and may use options and both long‑ and short‑term trading strategies where appropriate to client goals and risk tolerances.
Notably, the firm provides retirement plan consulting under ERISA standards—assisting plan sponsors with investment policy statements, investment option review, participant education and ongoing monitoring—which is less common among independent advisers of this type. The practice also conducts due diligence and periodic reviews of third‑party money managers and accepts corporate and institutional clients in addition to individual households.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Options & derivatives strategies
Fee options
$0+: Up to 1.75% annually for Comprehensive Portfolio Management $0+: Up to 1.50% annually for Retirement Plan Consulting
Account minimum: $1,000,000
Main office location
Hidden Hills Wealth
Santa Monica CA, United States
Number of offices
1
Most active in
Hidden Hills Wealth has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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