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HILLTOP WEALTH & TAX SOLUTIONS
HILTOP PARTNERS, LLC
CRD 290981 · SEC 801-115255
4100 EDISON LAKES PARKWAY, SUITE 225, MISHAWAKA, IN, 46545, United States
Phone
574-889-7526
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$616.4M
Discretionary AUM
$600.2M
Team
16 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 635 | $207.7M |
| High net worth individuals | 194 | $404.2M |
| Charitable organizations | 3 | $135K |
| Other investment advisers | 3 | $2.0M |
| Corporations/business entities | 2 | $2.5M |
States served
IL, IN, MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD