# HILLCREST WEALTH ADVISORS - NY, LLC

HILLCREST WEALTH ADVISORS - NY, LLC of HOLMDEL, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 126818
- Type: SEC-registered investment adviser
- SEC file number: 801-71316
- Location: 101 CRAWFORDS CORNER ROAD, SUITE 4116, HOLMDEL, NJ, 07733
- Phone: 732-837-4455
- Latest filing: 2026-05-22
- Regulatory AUM: $390.7M
- Discretionary AUM: $390.7M
- Clients: 2
- Accounts: 235

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Danny Anthony Yu | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| WEINSTEIN CHARLES | COMMITTEE MEMBER; EXECUTIVE COMMITTEE MEMBER | — |
| BOLIVAR ABDON | CHIEF COMPLIANCE OFFICER | — |
| SPEISS TIMOTHY PATRIC | COMMITTEE MEMBER | — |
| WATSON GARY PAUL | CFO & FINANCIAL PRINCIPAL EXECUTIVE COMMITTEE | — |
| ALWARDT PETER SCOTT | COMMITTEE MEMBER; PRESIDENT; PRESIDENT, CCO, EXECUTIVE COMMITTEE MEMBER (+1 more) | — |
| JAMES REBECCA SUE | EXECUTIVE COMMITTEE MEMBER | — |
| HANKS CATHERINE HARTLETT | CHIEF COMPLIANCE OFFICER | — |
| YU DANNY ANTHONY | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| LIN JENNIFER MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| WEINSTEIN CHARLES NMN | COMMITTEE MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126818/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126818/similar
- Related entities: https://search.stillhousedata.com/firm/126818/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126818

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.