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HILLTOP WEALTH ADVISORS, LLC
CRD 283014File 801-107408
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$635.5M
Above cohort median (national)
Discretionary AUM
$635.5M
Clients
588
1,968 accounts
Employees
18
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 16, 2016
- Principal office
- 6340 QUADRANGLE DRIVE, SUITE 100, CHAPEL HILL, NC, 27517
- Phone
- (919) 401-1500
- Website
- https://www.hilltopwa.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $635.5M
- Discretionary AUM
- $635.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,968
- Non-discretionary accounts
- 0
- Total accounts
- 1,968
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $366K |
| Charitable organizations | Fewer than 5 | $153K |
| High net worth individuals | 245 | $512.8M |
| Individuals (other than high net worth individuals) | 341 | $122.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H1B
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Disclosures | No | Yes | |
| Jul 1, 2026 | Employees | 15 | 17 | increased by2 |
| May 1, 2026 | Employees | 16 | 15 | decreased by1 |
| Mar 1, 2026 | Clients | 527 | 588 | increased by61 |
| Mar 1, 2026 | AUM | $502,828,225 | $635,538,564 | increased by$132,710,339 |
| Mar 1, 2026 | Accounts | 1,771 | 1,968 | increased by197 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 12 | 16 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 12 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 453 | 527 | increased by74 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $370,270,127 | $502,828,225 | increased by$132,558,098 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,430 | 1,771 | increased by341 |
| Apr 1, 2022 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2022 | Clients | 413 | 453 | increased by40 |
| Apr 1, 2022 | AUM | $335,361,704 | $370,270,127 | increased by$34,908,423 |
| Apr 1, 2022 | Accounts | 1,292 | 1,430 | increased by138 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HILLTOP WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HILLTOP WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.