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HILLTOP WEALTH & TAX SOLUTIONS

MISHAWAKA, IN · CRD 290981 · IAPD ↗ · 574-889-7526

$616.4MRegulatory AUM
6Advisory reps
16Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — HILLTOP WEALTH & TAX SOLUTIONS crossed $500M in regulatory AUM ($490.8M -> $616.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
February 2025 — HILLTOP WEALTH SOLUTIONS is now doing business as HILLTOP WEALTH & TAX SOLUTIONS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
March 2024 — HILLTOP WEALTH SOLUTIONS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2024 — HILLTOP WEALTH SOLUTIONS reported RAUM up 28% ($317.3M -> $407.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2024 — HILLTOP WEALTH SOLUTIONS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.