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Hilltop Wealth & Tax Solutions
HILLTOP WEALTH & TAX SOLUTIONS is an SEC-registered investment adviser in MISHAWAKA, IN, registered since 2019. The firm manages $616 million in assets, with...
Overview
HILLTOP WEALTH & TAX SOLUTIONS is an SEC-registered investment adviser in MISHAWAKA, IN, registered since 2019. The firm manages $616 million in assets, with $600 million on a discretionary basis. It has 16 employees and 6 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What investment vehicles does the firm use for clients?
Based on the firm's structure as a registered investment advisor with dual tax expertise, it allocates client capital across publicly traded equities, fixed income, and alternative assets via third-party managers or ETFs. It does not appear to sponsor its own proprietary funds or direct private equity vehicles.
Does Hilltop operate as a qualified custodian for client assets?
Hilltop is an advisory firm, not a custodian. Client assets are held at independent qualified custodians—such as Charles Schwab or Fidelity—while Hilltop retains discretionary or non-discretionary trading authority depending on the client agreement.
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