HILLTOP WEALTH ADVISORS, LLC
CRD #283014 SEC #801-107408 CHAPEL HILL, NC (919) 401-1500
SEC Registered
Total AUM
$502.8M
Discretionary
$502.8M
Employees
16
Clients
251
Accounts
1,771
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $502.8M | $502.8M | $0 | 16 | 0 |
| Feb 2025 | $502.8M | $502.8M | $0 | 12 | 0 |
| Jul 2024 | $432.7M | $432.7M | $0 | 13 | 10 |
| Jun 2024 | $432.7M | $432.7M | $0 | 13 | 10 |
| Mar 2024 | $432.7M | $432.7M | $0 | 13 | 10 |
| Nov 2023 | $377.9M | $377.9M | $0 | 15 | 25 |
| Jul 2023 | $377.9M | $377.9M | $0 | 15 | 25 |
| Apr 2023 | $377.9M | $377.9M | $0 | 15 | 25 |
| Feb 2023 | $377.9M | $377.9M | $0 | 16 | 25 |
| Feb 2023 | $377.9M | $377.9M | $0 | 16 | 25 |
| Jan 2023 | $370.3M | $370.3M | $0 | 16 | 9 |
| Sep 2022 | $370.3M | $370.3M | $0 | 16 | 9 |
| Sep 2022 | $370.3M | $370.3M | $0 | 16 | 9 |
| Jul 2022 | $370.3M | $370.3M | $0 | 16 | 9 |
| Jul 2022 | $370.3M | $370.3M | $0 | 16 | 9 |
| Mar 2022 | $370.3M | $370.3M | $0 | 16 | 9 |
| Mar 2021 | $335.4M | $335.4M | $0 | 14 | 10 |
| Mar 2021 | $335.4M | $335.4M | $0 | 14 | 10 |
| Jul 2020 | $290.6M | $290.6M | $0 | 13 | 9 |
| Jun 2020 | $290.6M | $290.6M | $0 | 13 | 9 |
| May 2020 | $290.6M | $290.6M | $0 | 13 | 9 |
| Mar 2020 | $290.6M | $290.6M | $0 | 13 | 9 |
| Dec 2019 | $240.9M | $240.9M | $0 | 15 | 8 |
| Mar 2019 | $240.9M | $240.9M | $0 | 15 | 8 |
| Mar 2018 | $213.6M | $213.6M | $0 | 13 | 7 |
| Dec 2017 | $209.5M | $209.5M | $0 | 10 | 0 |
| Mar 2017 | $174.3M | $174.3M | $0 | 10 | 700 |
| Jun 2016 | $143.4M | $138.7M | $4.8M | 4 | 0 |
| Apr 2016 | $0 | $0 | $0 | 4 | 0 |
| Mar 2016 | $0 | $0 | $0 | 1 | 0 |
DateAug 2025
Total AUM$502.8M
Discretionary$502.8M
Non-Disc.$0
Employees16
Clients0
DateFeb 2025
Total AUM$502.8M
Discretionary$502.8M
Non-Disc.$0
Employees12
Clients0
DateJul 2024
Total AUM$432.7M
Discretionary$432.7M
Non-Disc.$0
Employees13
Clients10
DateJun 2024
Total AUM$432.7M
Discretionary$432.7M
Non-Disc.$0
Employees13
Clients10
DateMar 2024
Total AUM$432.7M
Discretionary$432.7M
Non-Disc.$0
Employees13
Clients10
DateNov 2023
Total AUM$377.9M
Discretionary$377.9M
Non-Disc.$0
Employees15
Clients25
DateJul 2023
Total AUM$377.9M
Discretionary$377.9M
Non-Disc.$0
Employees15
Clients25
DateApr 2023
Total AUM$377.9M
Discretionary$377.9M
Non-Disc.$0
Employees15
Clients25
DateFeb 2023
Total AUM$377.9M
Discretionary$377.9M
Non-Disc.$0
Employees16
Clients25
DateFeb 2023
Total AUM$377.9M
Discretionary$377.9M
Non-Disc.$0
Employees16
Clients25
DateJan 2023
Total AUM$370.3M
Discretionary$370.3M
Non-Disc.$0
Employees16
Clients9
DateSep 2022
Total AUM$370.3M
Discretionary$370.3M
Non-Disc.$0
Employees16
Clients9
DateSep 2022
Total AUM$370.3M
Discretionary$370.3M
Non-Disc.$0
Employees16
Clients9
DateJul 2022
Total AUM$370.3M
Discretionary$370.3M
Non-Disc.$0
Employees16
Clients9
DateJul 2022
Total AUM$370.3M
Discretionary$370.3M
Non-Disc.$0
Employees16
Clients9
DateMar 2022
Total AUM$370.3M
Discretionary$370.3M
Non-Disc.$0
Employees16
Clients9
DateMar 2021
Total AUM$335.4M
Discretionary$335.4M
Non-Disc.$0
Employees14
Clients10
DateMar 2021
Total AUM$335.4M
Discretionary$335.4M
Non-Disc.$0
Employees14
Clients10
DateJul 2020
Total AUM$290.6M
Discretionary$290.6M
Non-Disc.$0
Employees13
Clients9
DateJun 2020
Total AUM$290.6M
Discretionary$290.6M
Non-Disc.$0
Employees13
Clients9
DateMay 2020
Total AUM$290.6M
Discretionary$290.6M
Non-Disc.$0
Employees13
Clients9
DateMar 2020
Total AUM$290.6M
Discretionary$290.6M
Non-Disc.$0
Employees13
Clients9
DateDec 2019
Total AUM$240.9M
Discretionary$240.9M
Non-Disc.$0
Employees15
Clients8
DateMar 2019
Total AUM$240.9M
Discretionary$240.9M
Non-Disc.$0
Employees15
Clients8
DateMar 2018
Total AUM$213.6M
Discretionary$213.6M
Non-Disc.$0
Employees13
Clients7
DateDec 2017
Total AUM$209.5M
Discretionary$209.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees10
Clients700
DateJun 2016
Total AUM$143.4M
Discretionary$138.7M
Non-Disc.$4.8M
Employees4
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0