HILLTOP WEALTH ADVISORS, LLC

6340 Quadrangle Drive
Suite 100
Chapel Hill, North Carolina 27517
Tel: (919) 401-1500

About HILLTOP WEALTH ADVISORS, LLC

HILLTOP WEALTH ADVISORS, LLC, formally registered with the SEC as HILLTOP WEALTH ADVISORS, LLC. The firm was established in 03/16/2016. They have over 1 offices throughout the country.

HILLTOP WEALTH ADVISORS, LLC is a Chapel Hill, North Carolina based Financial Planning firm with nearly $502,828,225 assets under management, offering retirement planning & investment advisory services to 1771 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283014
SEC#	801-107408
Assets Managed by Firm	$502,828,225
No. of Clients	1771
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1771	$502,828,225
Individuals (other than high net worth individuals)	346	$131,956,727
High net worth individuals	179	$370,431,936
Charitable organizations	1	$158,605
Corporations or other businesses	1	$280,957

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