# Hilton Head Wealth Advisors, LLC

> Hilton Head Wealth Advisors, LLC is a state-registered investment advisory firm in Bluffton, SC, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 285945
- Filed as: HILTON HEAD WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bluffton, SC
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285945
- AdvisorCensus page: https://advisorcensus.com/firm/hilton-head-wealth-advisors-llc-bluffton-sc-285945

## Quick answers

**How is Hilton Head Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hilton Head Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Hilton Head Wealth Advisors, LLC located?**
Hilton Head Wealth Advisors, LLC's principal office is in Bluffton, SC, according to its Form ADV.

**Is Hilton Head Wealth Advisors, LLC registered with the SEC or a state?**
Hilton Head Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 285945.

**How much does Hilton Head Wealth Advisors, LLC manage?**
Hilton Head Wealth Advisors, LLC reports $4,229,000 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (0% discretionary).

**Does Hilton Head Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285945

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,229,000
- Discretionary: $0
- Non-discretionary: $4,229,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $126,000 |
| High net worth individuals | Fewer than 5 | $4,103,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @TOMCATALANO1

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hilton Head Wealth Advisors, LLC (CRD 285945): Form ADV filing data as of October 2026.