Ron
Elzig

Hidden Cove Wealth Management

CRD#2040931
Investment Advisor
in Bainbridge Island, WA

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About this Advisor

Ron Elzig is a financial advisor working out of Bainbridge Island, Washington with 1 year of industry experience. Elzig is currently employed by Hidden Cove Wealth Management. Throughout their career, they have worked at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Resources Investment Advisors, LLC, One Strategic Capital, Inc and Hidden Cove Wealth Management, LLC. Elzig maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Hidden Cove Wealth Management is a business based in Bainbridge Island, WA. It oversees $205 million in total assets among its 762 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 762 client accounts, just 13% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely depend on which services the firm provides the client. Fee types billed by Hidden Cove Wealth Management most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

249 Winslow Way East Suite 100
Bainbridge Island, WA 98110

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Hidden Cove Wealth Management Brokerage Details

Total Assets Under Management

$204,991,546

WA Average: $3,566,627,242
Total Number of Employees

8

WA Average: 46
Total Number of Accounts

762

WA Average: 1,499
Average Account Size

$269,018

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ron Elzig Work History

Ron has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hidden Cove Wealth Management, LLC

2021 - Present (3 years)

Resources Investment Advisors, LLC

2021 - Present (3 years)

One Strategic Capital, Inc

2009 - 2021 (12 years)

Morgan Stanley Smith Barney

2003 - 2021 (18 years)

Citigroup Global Markets Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ron Elzig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hidden Cove Wealth Management

Jordan Bingham
Bainbridge Island, WA
David Beck
Bainbridge Island, WA
Andrew Turner
Bainbridge Island, WA
Ashley Goggins
Bainbridge Island, WA
Shane Dir
Bainbridge Island, WA
Ron Elzig
Bainbridge Island, WA
Jonathan Magee
Bainbridge Island, WA
Chad Bearden
Bainbridge Island, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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