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Hidden Hills Wealth

Headquartered in SANTA MONICA, CA

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Firm Information

Hidden Hills Wealth is an investment advisor based in . They manage approximately $115,986,194 in assets and have a team of 1 investment advisor representative(s). Their services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They primarily work with high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans.

Hidden Hills Wealth

$115.99M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

HIDDEN HILLS WEALTH has a total of 1 branch locations across the country.
location

SANTA MONICA, CA

Advisors at Hidden Hills Wealth

View All 1 Advisors
Unclaimed
Gloria Moon Kim

RA

SANTA MONICA, CA

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Disclosures

There are no public disclosures for Hidden Hills Wealth.

Frequently Asked Questions (8)

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