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HILLTOP WEALTH ADVISORS, LLC
CRD 283014 · SEC 801-107408
6340 QUADRANGLE DRIVE, SUITE 100, CHAPEL HILL, NC, 27517, United States
Phone
(919) 401-1500
Fax
(919) 401-1510
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$635.5M
Discretionary AUM
$635.5M
Team
17 total employees; 10 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 341 | $122.3M |
| High net worth individuals | 245 | $512.8M |
| Charitable organizations | 1 | $153K |
| Corporations/business entities | 1 | $366K |
States served
GA, NY, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD