HILLCREST WEALTH ADVISORS - NY, LLC
CRD #126818 SEC #801-71316 HAZLET, NJ 732-837-4455
SEC Registered
Total AUM
$355.4M
Discretionary
$355.4M
Employees
2
Clients
10
Accounts
239
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $355.4M | $355.4M | $0 | 2 | 2 |
| Feb 2025 | $355.4M | $355.4M | $0 | 2 | 2 |
| Feb 2024 | $348.2M | $348.2M | $0 | 2 | 3 |
| Nov 2023 | $319M | $319M | $0 | 3 | 3 |
| Feb 2023 | $319M | $319M | $0 | 3 | 3 |
| May 2022 | $371.8M | $371.8M | $0 | 3 | 7 |
| Mar 2022 | $371.8M | $371.8M | $0 | 3 | 7 |
| Jan 2022 | $299.1M | $299.1M | $0 | 4 | 9 |
| Nov 2021 | $299.1M | $299.1M | $0 | 4 | 9 |
| May 2021 | $299.1M | $299.1M | $0 | 4 | 9 |
| Mar 2021 | $299.1M | $299.1M | $0 | 4 | 9 |
| Jun 2020 | $253.6M | $253.6M | $0 | 4 | 7 |
| Feb 2020 | $253.6M | $253.6M | $0 | 4 | 7 |
| Mar 2019 | $207.7M | $207.7M | $0 | 4 | 7 |
| Feb 2019 | $207.7M | $207.7M | $0 | 4 | 7 |
| Feb 2019 | $207.7M | $207.7M | $0 | 4 | 7 |
| Nov 2018 | $782.2M | $234.9M | $547.2M | 5 | 8 |
| Aug 2018 | $782.2M | $234.9M | $547.2M | 5 | 8 |
| May 2018 | $782.2M | $234.9M | $547.2M | 5 | 8 |
| Apr 2018 | $782.2M | $234.9M | $547.2M | 5 | 8 |
| Mar 2018 | $782.2M | $234.9M | $547.2M | 5 | 8 |
| Apr 2017 | $711.6M | $207.6M | $504M | 4 | 26 |
| Mar 2017 | $711.6M | $207.6M | $504M | 4 | 26 |
| Jan 2017 | $631.8M | $157.8M | $474M | 4 | 26 |
| Jan 2017 | $631.8M | $157.8M | $474M | 4 | 26 |
| Feb 2016 | $631.8M | $157.8M | $474M | 4 | 26 |
| Feb 2016 | $631.8M | $157.8M | $474M | 4 | 26 |
| Feb 2016 | $631.8M | $157.8M | $474M | 4 | 26 |
| Mar 2015 | $652M | $174M | $477.9M | 5 | 26 |
| Apr 2014 | $505.9M | $171.4M | $334.5M | 5 | 26 |
| Mar 2013 | $558.9M | $133.7M | $425.2M | 5 | 26 |
| Feb 2013 | $550.2M | $110.8M | $439.4M | 6 | 26 |
| Mar 2012 | $550.2M | $110.8M | $439.4M | 6 | 26 |
| Mar 2012 | $550.2M | $110.8M | $439.4M | 6 | 26 |
| May 2011 | $71M | $47.7M | $23.3M | 10 | -- |
| Apr 2011 | $71M | $47.7M | $23.3M | 10 | -- |
| Jan 2011 | $50.5M | $36.9M | $13.6M | 10 | -- |
| Jan 2011 | $50.5M | $36.9M | $13.6M | 10 | -- |
| Oct 2010 | $50.5M | $36.9M | $13.6M | 10 | -- |
| Sep 2010 | $50.5M | $36.9M | $13.6M | 10 | -- |
| Sep 2010 | $50.5M | $36.9M | $13.6M | 10 | -- |
| Aug 2010 | $50.5M | $36.9M | $13.6M | 10 | -- |
| Apr 2010 | $50.5M | $13.6M | $36.9M | 10 | -- |
DateFeb 2025
Total AUM$355.4M
Discretionary$355.4M
Non-Disc.$0
Employees2
Clients2
DateFeb 2025
Total AUM$355.4M
Discretionary$355.4M
Non-Disc.$0
Employees2
Clients2
DateFeb 2024
Total AUM$348.2M
Discretionary$348.2M
Non-Disc.$0
Employees2
Clients3
DateNov 2023
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees3
Clients3
DateFeb 2023
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees3
Clients3
DateMay 2022
Total AUM$371.8M
Discretionary$371.8M
Non-Disc.$0
Employees3
Clients7
DateMar 2022
Total AUM$371.8M
Discretionary$371.8M
Non-Disc.$0
Employees3
Clients7
DateJan 2022
Total AUM$299.1M
Discretionary$299.1M
Non-Disc.$0
Employees4
Clients9
DateNov 2021
Total AUM$299.1M
Discretionary$299.1M
Non-Disc.$0
Employees4
Clients9
DateMay 2021
Total AUM$299.1M
Discretionary$299.1M
Non-Disc.$0
Employees4
Clients9
DateMar 2021
Total AUM$299.1M
Discretionary$299.1M
Non-Disc.$0
Employees4
Clients9
DateJun 2020
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees4
Clients7
DateFeb 2020
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees4
Clients7
DateMar 2019
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees4
Clients7
DateFeb 2019
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees4
Clients7
DateFeb 2019
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees4
Clients7
DateNov 2018
Total AUM$782.2M
Discretionary$234.9M
Non-Disc.$547.2M
Employees5
Clients8
DateAug 2018
Total AUM$782.2M
Discretionary$234.9M
Non-Disc.$547.2M
Employees5
Clients8
DateMay 2018
Total AUM$782.2M
Discretionary$234.9M
Non-Disc.$547.2M
Employees5
Clients8
DateApr 2018
Total AUM$782.2M
Discretionary$234.9M
Non-Disc.$547.2M
Employees5
Clients8
DateMar 2018
Total AUM$782.2M
Discretionary$234.9M
Non-Disc.$547.2M
Employees5
Clients8
DateApr 2017
Total AUM$711.6M
Discretionary$207.6M
Non-Disc.$504M
Employees4
Clients26
DateMar 2017
Total AUM$711.6M
Discretionary$207.6M
Non-Disc.$504M
Employees4
Clients26
DateJan 2017
Total AUM$631.8M
Discretionary$157.8M
Non-Disc.$474M
Employees4
Clients26
DateJan 2017
Total AUM$631.8M
Discretionary$157.8M
Non-Disc.$474M
Employees4
Clients26
DateFeb 2016
Total AUM$631.8M
Discretionary$157.8M
Non-Disc.$474M
Employees4
Clients26
DateFeb 2016
Total AUM$631.8M
Discretionary$157.8M
Non-Disc.$474M
Employees4
Clients26
DateFeb 2016
Total AUM$631.8M
Discretionary$157.8M
Non-Disc.$474M
Employees4
Clients26
DateMar 2015
Total AUM$652M
Discretionary$174M
Non-Disc.$477.9M
Employees5
Clients26
DateApr 2014
Total AUM$505.9M
Discretionary$171.4M
Non-Disc.$334.5M
Employees5
Clients26
DateMar 2013
Total AUM$558.9M
Discretionary$133.7M
Non-Disc.$425.2M
Employees5
Clients26
DateFeb 2013
Total AUM$550.2M
Discretionary$110.8M
Non-Disc.$439.4M
Employees6
Clients26
DateMar 2012
Total AUM$550.2M
Discretionary$110.8M
Non-Disc.$439.4M
Employees6
Clients26
DateMar 2012
Total AUM$550.2M
Discretionary$110.8M
Non-Disc.$439.4M
Employees6
Clients26
DateMay 2011
Total AUM$71M
Discretionary$47.7M
Non-Disc.$23.3M
Employees10
Clients--
DateApr 2011
Total AUM$71M
Discretionary$47.7M
Non-Disc.$23.3M
Employees10
Clients--
DateJan 2011
Total AUM$50.5M
Discretionary$36.9M
Non-Disc.$13.6M
Employees10
Clients--
DateJan 2011
Total AUM$50.5M
Discretionary$36.9M
Non-Disc.$13.6M
Employees10
Clients--
DateOct 2010
Total AUM$50.5M
Discretionary$36.9M
Non-Disc.$13.6M
Employees10
Clients--
DateSep 2010
Total AUM$50.5M
Discretionary$36.9M
Non-Disc.$13.6M
Employees10
Clients--
DateSep 2010
Total AUM$50.5M
Discretionary$36.9M
Non-Disc.$13.6M
Employees10
Clients--
DateAug 2010
Total AUM$50.5M
Discretionary$36.9M
Non-Disc.$13.6M
Employees10
Clients--
DateApr 2010
Total AUM$50.5M
Discretionary$13.6M
Non-Disc.$36.9M
Employees10
Clients--