Overview
Assets Under Management: $503 million
Headquarters: CHAPEL HILL, NC
High-Net-Worth Clients: 179
Average Client Assets: $2 million
Frequently Asked Questions
HILLTOP WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283014), HILLTOP WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
HILLTOP WEALTH ADVISORS, LLC is headquartered in CHAPEL HILL, NC.
HILLTOP WEALTH ADVISORS, LLC serves 179 high-net-worth clients according to their SEC filing dated August 27, 2025. View client details ↓
According to their SEC Form ADV, HILLTOP WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
HILLTOP WEALTH ADVISORS, LLC manages $503 million in client assets according to their SEC filing dated August 27, 2025.
According to their SEC Form ADV, HILLTOP WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 179
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,771
Discretionary Accounts: 1,771
Regulatory Filings
CRD Number: 283014
Filing ID: 2008508
Last Filing Date: 2025-08-27 10:30:00
Website: https://hilltopwa.com