Hilltop Wealth Advisors, LLC
Hilltop Wealth Advisors, LLC is an SEC-registered wealth manager in Chapel Hill, NC with $635.5M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Hilltop Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283014, SEC 801-107408, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $635.5M (2026-06-12)
- Firm type
- Wealth Manager
- Location
- Chapel Hill, NC
- Employees
- 17
- Clients
- 588
- CRD
- 283014
- Ownership
- ERIKSEN, RUSSELL, STEPHEN; HOSTETLER, CHRISTOPHER, TODD; YEAGER, BENJAMIN, RICHARD; PITMAN, WESLEY, ROBERT; BERNSTEIN, DANIEL, ADAM
How much AUM does Hilltop Wealth Advisors, LLC have?
Hilltop Wealth Advisors, LLC reported $635.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Hilltop Wealth Advisors, LLC?
Disclosed owners and executives of Hilltop Wealth Advisors, LLC include ERIKSEN, RUSSELL, STEPHEN, HOSTETLER, CHRISTOPHER, TODD, YEAGER, BENJAMIN, RICHARD, PITMAN, WESLEY, ROBERT, BERNSTEIN, DANIEL, ADAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.