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HILLCREST WEALTH ADVISORS - NY, LLC
CRD 126818 · SEC 801-71316
101 CRAWFORDS CORNER ROAD, SUITE 4116, HOLMDEL, NJ, 07733, United States
Phone
732-837-4455
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$390.7M
Discretionary AUM
$390.7M
Team
2 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.0M |
| High net worth individuals | 56 | $386.2M |
| Corporations/business entities | 3 | $2.5M |
States served
NJ, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD