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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HILLCREST WEALTH ADVISORS - NY, LLC

CRD 126818

HOLMDEL, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:32a48922-ca92-3c96-eea8-1804baf1dc16

Data as of May 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 23, 2012 to May 22, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $391MItem 5.F on the latest filing (2026-05-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $391M
Private client RAUM: $388MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $391Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 235
Individual clients: 6
High net worth clients: 56
SEC number: 801-71316
CRD: 126818
Filings on the tape: 38
First filed: Mar 23, 2012
Latest filed: May 22, 2026
Organised: Limited Liability Company, NY
Website: hcwadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANNY ANTHONY YU	Certified Financial Planner	HOLMDEL, NJ	9	24	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
YU, DANNY, ANTHONY	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	E	yes	05/2018	Feb 19, 2016	Feb 7, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026	$391M	$391M	2	1	0	n/a	n/a
2024	Feb 11, 2025	$355M	$355M	2	1	0	n/a	n/a
2023	Feb 7, 2024	$348M	$348M	2	1	0	n/a	n/a
2022	Feb 13, 2023	$319M	$319M	3	1	0	n/a	n/a
2021	Mar 8, 2022	$372M	$372M	3	1	0	n/a	n/a
2020	Mar 9, 2021	$299M	$299M	4	2	0	n/a	n/a
2019	Feb 28, 2020	$254M	$254M	4	2	0	n/a	n/a
2018	Mar 28, 2019	$208M	$208M	4	3	0	n/a	n/a
2017	Mar 23, 2017	$712M	$208M	4	3	n/a	n/a	n/a
2016	Feb 19, 2016	$632M	$158M	4	3	n/a	n/a	n/a
2015	Mar 23, 2015	$652M	$174M	5	3	n/a	n/a	n/a
2014	Apr 2, 2014	$506M	$171M	5	3	n/a	n/a	n/a
2013	Mar 28, 2013	$559M	$134M	5	3	n/a	n/a	n/a
2012	Mar 23, 2012	$550M	$111M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$391M	$355M	9.9%	$319M	7.0%	2	2	1	0

Relationships

Affiliated with (1)

← TAG EISNERAMPER LLCRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV

Registered with (4)

← DANNY ANTHONY YUAdvisorregistration: previous registration
Sep 30, 2005 to Dec 31, 2016factForm ADV
← THOMAS J. BIRRITTELLAAdvisorregistration: previous registration
Jan 13, 2017 to Dec 31, 2021factForm ADV
← BELINDA TSUIAdvisorregistration: previous registration
Jan 13, 2017 to May 16, 2019factForm ADV
← AVANI RAMNANIAdvisorregistration: previous registration
Apr 28, 2009 to Apr 11, 2012factForm ADV

Controls (1)

← YU, DANNY, ANTHONYOwnerCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 19, 2016 to Feb 7, 2024factForm ADV

Dated events

Occurred
Feb 15, 2019
Regulatory AUM changed
Hillcrest Wealth Advisors - Ny, Llc reported RAUM $207.7M, down 73% from $782.2M (2018-11-08 to 2019-02-15)
Form ADVobserved 4 days ago
$-574M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:32a48922-ca92-3c96-eea8-1804baf1dc16
First observed: Mar 23, 2012
Last observed: May 22, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HILLCREST WEALTH ADVISORS - NY, LLC

CRD 126818

HOLMDEL, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:32a48922-ca92-3c96-eea8-1804baf1dc16

Data as of May 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:19 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANNY ANTHONY YU

Certified Financial Planner

HOLMDEL, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

YU, DANNY, ANTHONY

CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER

yes

05/2018

Feb 19, 2016

Feb 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$391M

n/a

2024

Feb 11, 2025

$355M

n/a

2023

Feb 7, 2024

$348M

n/a

2022

Feb 13, 2023

$319M

n/a

2021

Mar 8, 2022

$372M

n/a

2020

Mar 9, 2021

$299M

n/a

2019

Feb 28, 2020

$254M

n/a

2018

Mar 28, 2019

$208M

n/a

2017

Mar 23, 2017

$712M

$208M

n/a

2016

Feb 19, 2016

$632M

$158M

n/a

2015

Mar 23, 2015

$652M

$174M

n/a

2014

Apr 2, 2014

$506M

$171M

n/a

2013

Mar 28, 2013

$559M

$134M

n/a

2012

Mar 23, 2012

$550M

$111M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$391M

$355M

9.9%

$319M

7.0%