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HILLCREST WEALTH ADVISORS - NY, LLC

HOLMDEL, NJ · CRD 126818 · IAPD ↗ · hcwadvisors.com · 732-837-4455

$390.7MRegulatory AUM
1Advisory reps
2Employees
2Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
June 2026 — HILLCREST WEALTH ADVISORS - NY, LLC moved its main office from HAZLET, NJ to HOLMDEL, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
June 2026 — HILLCREST WEALTH ADVISORS - NY, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.