Hilltop Wealth & Tax Solutions
Firm details
- Headquarters
- Mishawaka, Indiana
- CRD number
- 290981
- Registered since
- May 10, 2019
- Website
- hilltopwealthsolutions.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI65.56%
- Individuals33.69%
- Corporations / Businesses0.4%
- Other Investment Advisers0.33%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hilltop Wealth & Tax Solutions is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves both individual and family clients as well as institutional relationships, and it offers a mix of fee arrangements including percentage-of-AUM billing, hourly and fixed fees, and commission-based services. Its advisors also operate as registered representatives of a broker-dealer and provide accounting services, which supports a practice that blends financial planning, portfolio management for individuals and small businesses, pension consulting, and client education through seminars and workshops. The firm does not act as a capital allocator and is not positioned as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities24%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
- Other1%
Owners & executives
1 of 1
Erik Brenner
President, CEOCRD 2502052
Contacts
3 of 8
Kyle Van Liere
ParaplannerCRD 7579680
Tareq Jallaf
Investment Operations AssociateCRD 7113099
Elizabeth Foley
Partner, Private Wealth AdvisorCRD 1983741
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$326M in ETFs
99%
$323M
1%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 INDEX FUND (VONE) | Vanguard | Passive | Large Blend | $46.8M | 138,127 | 14.34% |
Location
Mishawaka, IN
St Joseph
Location
Mishawaka, IN
Headquartered in Mishawaka, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- St Joseph
- Address
- 4100 Edison Lakes Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Financial Plans & Strategies, Inc.
RIAGreenwood, IN
Meridian Investment Advisors, Inc.
RIACarmel, IN
Wealth Advisory Solutions, LLC
RIAZionsville, IN
Northwest Financial Services Inc
RIAIndianapolis, IN
Cfci
RIABloomington, IN
The Financial Resource Center
RIACarmel, IN