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⚲
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| Hilltop Wealth Advisors LLC
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| |
|---|---|
| CRD # | 283014 |
| SEC # | 801-107408 |
| CIK # | 0001786241 |
| AUM | $432.7 MM (2024-07-30) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 919-401-1500 |
| Address | 6340 Quadrangle Drive Chapel Hill, NC 27517 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IBM | 127,593.9 | 1.8 | |
| AAPL | 2,382,844.0 | 1.1 | |
| MSFT | 1,918,222.4 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 72.9 |
| (b) Individuals (high net worth individuals) | 230 | 359.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,640 | 432.7 |
| By Discretionary | ||
| Discretionary | 1,640 | 432.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,640 | 432.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 431.0 | |
| Total | 1,640 | 432.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001786241] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Prentiss Smith & Company Inc
✚
|
VT | 0.4 |
|
Purus Wealth Management LLC
✚
|
CA | 0.4 |
|
Persium Advisors LLC
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GA | 0.4 |
|
KIRR Marbach & Company LLC
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IN | 0.4 |
|
NIA Impact Advisors LLC
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CA | 0.4 |
|
Global View Investment Advisors LLC
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|
SC | 0.4 |
|
Midwest Professional Planners Ltd
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WI | 0.4 |
|
Blue Barn Wealth LLC
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|
UT | 0.4 |
|
GEN Financial Management Inc
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|
MN | 0.4 |
|
Highland Financial Advisors LLC
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NJ | 0.4 |