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Chad Bearden

Hidden Cove Wealth Management

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About Chad Bearden

Chad Bearden is an investment advisor representative with Hidden Cove Wealth Management, LLC. Chad is registered with the state of Washington and Texas as an Investment Advisor Representative. Chad has been in the industry since 2021 and has a Series 65 license. Chad is also an insurance agent with One Strategic Capital, Inc.

Firm Information

Chad Bearden is currently registered with Hidden Cove Wealth Management. Hidden Cove Wealth Management is a registered investment advisor based in Bainbridge Island, Washington. They offer a range of services, including financial planning, portfolio management for individuals, and pension consulting. The firm manages approximately $252,904,408 in assets for a diverse client base, including high-net-worth individuals, pension plans, and corporations.
Hidden Cove Wealth Management

249 WINSLOW WAY EAST

BAINBRIDGE ISLAND, WA 98110

$252.90M

Assets Under Management

Not reported

Total Clients

6

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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Chad Bearden’s Registration & Firm History

WA

03/25/2022 - Present

Hidden Cove Wealth Management (BAINBRIDGE ISLAND WA)

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Licenses & Designations

IA

Issued 11/27/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Bearden.
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