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HILLTOP WEALTH ADVISORS, LLC

CHAPEL HILL, NC · CRD 283014 · IAPD ↗ · (919) 401-1500

$635.5MRegulatory AUM
11Advisory reps
18Employees
0Clients
251-500Planning clients
0Private funds
9States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — HILLTOP WEALTH ADVISORS, LLC notice-filed in CA, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2026 — HILLTOP WEALTH ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
July 2026 — HILLTOP WEALTH ADVISORS, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2026 — HILLTOP WEALTH ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2026 — HILLTOP WEALTH ADVISORS, LLC reported RAUM up 26% ($502.8M -> $635.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2026 — HILLTOP WEALTH ADVISORS, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
March 2025 — HILLTOP WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($432.7M -> $502.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
August 2024 — HILLTOP WEALTH ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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