Key facts
- HILLTOP WEALTH & TAX SOLUTIONS is a other based in MISHAWAKA, IN.
- HILLTOP WEALTH & TAX SOLUTIONS reports $500K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 290981- Regulatory AUM
- $500K
- Private fund assets
- —
- Private funds
- —
- Staff
- 16
- Registered office
- MISHAWAKA, IN
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as HILTOP PARTNERS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for HILLTOP WEALTH & TAX SOLUTIONS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is HILLTOP WEALTH & TAX SOLUTIONS's AUM?
- HILLTOP WEALTH & TAX SOLUTIONS manages approximately $500K in assets.