Key facts
- HILLTOP WEALTH ADVISORS, LLC is a other based in CHAPEL HILL, NC.
- HILLTOP WEALTH ADVISORS, LLC reports $4.2M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 283014- Regulatory AUM
- $4.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 15
- Registered office
- CHAPEL HILL, NC
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for HILLTOP WEALTH ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is HILLTOP WEALTH ADVISORS, LLC's AUM?
- HILLTOP WEALTH ADVISORS, LLC manages approximately $4.2M in assets.