Investment adviser · CRD 290981
HILLTOP WEALTH & TAX SOLUTIONS
Investment adviser filing (IA)
HILTOP PARTNERS, LLC
MISHAWAKA, IN, United States · Form ADV filed Sep 3, 2026
- Regulatory AUM
- $616M Form ADV · Item 5.F
- Client accounts
- 2,784 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 194 | $404,153,712 | 65.6% |
| Individuals | 635 | $207,652,322 | 33.7% |
| Corporations & businesses | Fewer than 5 | $2,496,158 | 0.4% |
| Other investment advisers | Fewer than 5 | $2,005,838 | 0.3% |
| Charities | Fewer than 5 | $134,764 | 0.0% |
Filing source
Form ADV 2130815 · Sep 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
4100 EDISON LAKES PARKWAY, SUITE 225MISHAWAKA, IN, 46545, United States
CRD 290981
Filing source
Form ADV 2130815 · Sep 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.