Hilltop Wealth & Tax Solutions
Hilltop Wealth & Tax Solutions is an SEC-registered mass-market adviser in Mishawaka, IN with $616.4M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Hilltop Wealth & Tax Solutions: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290981, SEC 801-115255, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $616.4M (2026-04-08)
- Firm type
- Mass-Market Adviser
- Location
- Mishawaka, IN
- Employees
- 16
- Clients
- 834
- CRD
- 290981
- Ownership
- FOLEY, ELIZABETH, ANN; MERCHANT WEALTH PARTNERS, LLC; BRENNER, ERIK, WILLIAM; DAVIS, WILLIAM, LEE; HAWKINS, CLIFTON, DOUGLAS
How much AUM does Hilltop Wealth & Tax Solutions have?
Hilltop Wealth & Tax Solutions reported $616.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Hilltop Wealth & Tax Solutions?
Disclosed owners and executives of Hilltop Wealth & Tax Solutions include FOLEY, ELIZABETH, ANN, MERCHANT WEALTH PARTNERS, LLC, BRENNER, ERIK, WILLIAM, DAVIS, WILLIAM, LEE, HAWKINS, CLIFTON, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.