Hillcrest Wealth Advisors - Ny, LLC
Hillcrest Wealth Advisors - Ny, LLC is an SEC-registered wealth manager in Hazlet, NJ with $390.7M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Hillcrest Wealth Advisors - Ny, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126818, SEC 801-71316, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $390.7M (2026-05-22)
- Firm type
- Wealth Manager
- Location
- Hazlet, NJ
- Employees
- 2
- Clients
- 65
- CRD
- 126818
- Ownership
- JAMES, REBECCA SUE; EISNER HOLDINGS LLC; ALWARDT, PETER, SCOTT; ALWARDT, PETER SCOTT; WATSON, GARY PAUL
How much AUM does Hillcrest Wealth Advisors - Ny, LLC have?
Hillcrest Wealth Advisors - Ny, LLC reported $390.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Hillcrest Wealth Advisors - Ny, LLC?
Disclosed owners and executives of Hillcrest Wealth Advisors - Ny, LLC include JAMES, REBECCA SUE, EISNER HOLDINGS LLC, ALWARDT, PETER, SCOTT, ALWARDT, PETER SCOTT, WATSON, GARY PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.