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Hilltop Wealth Advisors, LLC

● SEC registered since 2016CRD 283014SEC# 801-107408Chapel Hill, NC
Export (members)
Reg. AUM
$502.8M
Employees
16
Accounts
1,771
Location
Chapel Hill, NC

Hilltop Wealth Advisors, LLC assets under management

Hilltop Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Chapel Hill, NC. The firm has been registered since 2016. It reports $502.8 million in regulatory assets under management and employs 16 people.
www.linkedin.com/company/hilltop-wealth-advisorsView on SEC.gov ↗

Hilltop Wealth Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Benjamin Richard Yeager ControlManaging Member25-50%2016
Christopher Todd Hostetler ControlMember10-25%2019
Russell Stephen Eriksen ControlManaging Member25-50%2016
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Frequently asked questions

How much does Hilltop Wealth Advisors, LLC manage?

Hilltop Wealth Advisors, LLC reports $502.8 million in regulatory assets under management on its Form ADV.

How many employees does Hilltop Wealth Advisors, LLC have?

Hilltop Wealth Advisors, LLC reports 16 employees.

Where is Hilltop Wealth Advisors, LLC located?

Hilltop Wealth Advisors, LLC is based in Chapel Hill, NC and has been SEC-registered since 2016.

Does Hilltop Wealth Advisors, LLC disclose fund performance?

Hilltop Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6340 Quadrangle Drive, Suite 100, Chapel Hill, NC 27517
Phone(919) 401-1500
Fax(919) 401-1510
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1786241
Discloses disciplinary historyNo

Assets under management

Discretionary$502.8M
Non-discretionary$0
Total (RAUM)$502.8M