SEC Form ADV

HILLCREST WEALTH ADVISORS - NY, LLC

Firm profile: Hillcrest Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNJ
$390.7M
Assets Under Management
235
Total Clients
2
Employees
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Registration Details

Accession
CRD-126818
Location
HOLMDEL, NJ
Filing Date
May 22, 2026
AUM
$390.7M
Total Clients
235
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

HILLCREST WEALTH ADVISORS - NY, LLC is a registered investment adviser headquartered in HOLMDEL, NJ, managing approximately $390.7M in assets across 235 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.