Skip to content

Gloria Moon Kim

Investment adviser representative at Hidden Hills Wealth
11 yearsExperience
2 statesRegistered in
$127.5MFirm assets
3 yearsFirm in business

Are you Gloria Moon Kim? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Hidden Hills Wealth, LLCMar 2021 to now
  2. Morgan Stanley Private Bank, National AssociationMay 2015 to Mar 2021
  3. Morgan Stanley Smith Barney LLCMar 2015 to Mar 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Hidden Hills Wealth

Legal name: Hidden Hills Wealth, LLC

$127.5MAssets managed
13Clients
1Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5744837
Firm CRD
312877
Advisor's SEC record (opens in a new tab)
CallContact this firm