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HILLTOP WEALTH & TAX SOLUTIONS
Legal name: HILTOP PARTNERS, LLC
CRD 290981File 801-115255
APPROVED
Retail clients
Custody
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$616.4M
Above cohort median (national)
Discretionary AUM
$600.2M
Non-discretionary $16.2M
Clients
837
2,784 accounts
Employees
16
Above cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 10, 2019
- Principal office
- 4100 EDISON LAKES PARKWAY, SUITE 225, MISHAWAKA, IN, 46545
- Phone
- 574-889-7526
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $616.4M
- Discretionary AUM
- $600.2M
- Non-discretionary AUM
- $16.2M
- Discretionary accounts
- 2,629
- Non-discretionary accounts
- 155
- Total accounts
- 2,784
- AUM per client
- $736K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.5M |
| Charitable organizations | Fewer than 5 | $135K |
| Other investment advisers | Fewer than 5 | $2.0M |
| High net worth individuals | 194 | $404.2M |
| Individuals (other than high net worth individuals) | 635 | $207.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2026 | Clients | 806 | 837 | increased by31 |
| Apr 1, 2026 | AUM | $490,814,525 | $616,442,794 | increased by$125,628,269 |
| Apr 1, 2026 | Accounts | 2,546 | 2,784 | increased by238 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 14 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 728 | 806 | increased by78 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $343,616,229 | $490,814,525 | increased by$147,198,296 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,125 | 2,546 | increased by421 |
| Apr 1, 2022 | Employees | 13 | 12 | decreased by1 |
| Apr 1, 2022 | Clients | 678 | 728 | increased by50 |
| Apr 1, 2022 | AUM | $302,045,879 | $343,616,229 | increased by$41,570,350 |
| Apr 1, 2022 | Accounts | 2,087 | 2,125 | increased by38 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HILLTOP WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HILLTOP WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.