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HiLLCrest Wells Advisors, LLC (Woodland Hills)


HiLLCrest Wells Advisors, LLC is a large advisory firm based in Woodland Hills. It manages $30.53 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009.

HiLLCrest Wells Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

HiLLCrest Wells Advisors: assets under management

The assets under management (AUM) of HiLLCrest Wells Advisors, LLC is $30.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.27 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay HiLLCrest Wells Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Woodland Hills

The principal office where HiLLCrest Wells Advisors, LLC performs its advisory services is located at 6301 Owensmouth Avenue, Suite 750, Woodland Hills, CA 91367, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 626-484-5744 or by fax 626-795-4334. The normal business hours are 8am to 5 pm pacific time on Monday - Friday.


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