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HILLTOP WEALTH ADVISORS, LLC
CRD 283014File 801-107408
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$635.5M
Above cohort median (national)
Discretionary AUM
$635.5M
Clients
588
1,968 accounts
Employees
17
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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.