# Hidden Hills Wealth

> Hidden Hills Wealth is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 312877
- Filed as: HIDDEN HILLS WEALTH
- Legal name: Hidden Hills Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312877
- AdvisorCensus page: https://advisorcensus.com/firm/hidden-hills-wealth-312877

## Quick answers

**How is Hidden Hills Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Hidden Hills Wealth reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Hidden Hills Wealth registered with the SEC or a state?**
Hidden Hills Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 312877.

**How much does Hidden Hills Wealth manage?**
Hidden Hills Wealth reports $127,534,750 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (98% discretionary).

**How have Hidden Hills Wealth's assets and staff changed since 2023?**
In the Form ADV data for Hidden Hills Wealth: Regulatory assets under management: $107,658,862 in the October 2023 data and $127,534,750 in the October 2026 data, up 18%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hidden Hills Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13).

**Which custodians does Hidden Hills Wealth use?**
Hidden Hills Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hidden Hills Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312877

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $127,534,750
- Discretionary: $124,811,248
- Non-discretionary: $2,723,502

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $500,903 |
| High net worth individuals | 13 | $123,066,199 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,085,216 |
| Corporations or other businesses not listed above | Fewer than 5 | $882,432 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $107,658,862 | 1 | May 2, 2023 |
| October 2024 | $115,986,194 | 1 | March 12, 2024 |
| October 2025 | $125,497,350 | 1 | February 26, 2025 |
| October 2026 | $127,534,750 | 1 | March 17, 2026 |

Regulatory assets under management: $107,658,862 in the October 2023 data and $127,534,750 in the October 2026 data, up 18%.
Total employees: 1 in October 2023 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hidden Hills Wealth (CRD 312877): Form ADV filing data as of October 2026.