HILLTOP WEALTH ADVISORS, LLC
Firm details
- Headquarters
- CHAPEL HILL, North Carolina
- CRD number
- 283014
- Registered since
- March 16, 2016
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.68%
- Individuals19.24%
- Corporations / Businesses0.06%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hilltop Wealth Advisors, LLC is an independent, SEC-registered RIA that acts as a capital allocator for both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, and runs educational seminars. Its fee model combines a percentage of AUM with fixed-fee arrangements. Hilltop reports being an active ESG investor and operates under an owner-type classified as individual; it has been SEC-registered since 2016.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities8%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
3 of 8Sofia Pina
AssociateCRD 7981311
DAVID WISE
PartnerCRD 5677815
STEPHEN NEUBIG
Associate AdvisorCRD 7440367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$180M in ETFs
98%
$176M
<1%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $37.4M | 241,251 | 20.79% |
Location
CHAPEL HILL, NC
ORANGE
Location
CHAPEL HILL, NC
Headquartered in CHAPEL HILL, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- ORANGE
- Address
- 6340 Quadrangle Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PHOENIX WEALTH ADVISORS INC.
RIACHAPEL HILL, NC
WOODWARD FINANCIAL ADVISORS, INC.
RIACHAPEL HILL, NC
SAFE HARBOR FAMILY CAPITAL, LLC
RIACHAPEL HILL, NC
OLD PEAK FINANCE
RIACHAPEL HILL, NC
ATLANTIC PRIVATE WEALTH, LLC
RIACHAPEL HILL, NC
HAMILTON POINT INVESTMENT ADVISORS, LLC
RIACHAPEL HILL, NC