HILLTOP WEALTH ADVISORS, LLC

HILLTOP WEALTH ADVISORS, LLC of CHAPEL HILL, NC is an SEC-registered investment adviser (CRD 283014). Regulatory assets under management: $635.5M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (11)

NameRoleLocation
Benjamin Richard YeagerMANAGING MEMBER
Russell Stephen EriksenCHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGING MEMBER
Christopher Todd HostetlerMEMBER
Wesley Robert PitmanCHIEF COMPLIANCE OFFICER
BERNSTEIN DANIEL ADAMCHIEF COMPLIANCE OFFICER
YEAGER BENJAMIN RICHARDMANAGING MEMBER
VASSEUR CHRISTOPHER JAMESCHIEF COMPLIANCE OFFICER
ERIKSEN RUSSELL SMANAGING MEMBER
ERIKSEN RUSSELL STEPHENMANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
HOSTETLER CHRISTOPHER TODDMEMBER
PITMAN WESLEY ROBERTCHIEF COMPLIANCE OFFICER

Disclosures (1)

InitiatedTypeAllegationsStatusAmount
civil

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