HILLTOP WEALTH & TAX SOLUTIONS

Legal name: HILTOP PARTNERS, LLC

CRD 290981File 801-115255

APPROVED

Retail clients

Custody

Filing as of Aug 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$616.4M

Above cohort median (national)

Discretionary AUM

$600.2M

Non-discretionary $16.2M

Clients

837

2,784 accounts

Employees

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
Website: HTTPS://WWW.FACEBOOK.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.