RIA Intel›Advisers›New Jersey›HILLCREST WEALTH ADVISORS - NY, LLC

HILLCREST WEALTH ADVISORS - NY, LLC

Advisory

N·HAZLET, NJ

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM
$391M
1-Year AUM Growth
+9.2%
3-Year CAGR
+5.3%
Employees
1
Assets Under Management
Total AUM$391M
Discretionary AUM$391M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients64
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record43
First FilingApr 1, 2010
Latest FilingFeb 24, 2026
🔒 Full AUM trend chart and 43 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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