# Hilltop Wealth & Tax Solutions

Hilltop Wealth & Tax Solutions is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 290981
- **SEC file number:** 801-115255
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290981

## About

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.

## 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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Last updated: 2026-07-06T01:24:18.301Z

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