Hilltop Wealth & Tax Solutions

Overview

Hilltop Wealth & Tax Solutions is an SEC registered investment adviser based in Mishawaka, IN, registered since 2018. It reports $616M in assets under management across 2,784 accounts, with 16 employees. It has 9 investment adviser representatives.

Reported AUM

$616M

Discretionary

97%

Accounts

2,784

Average account

$221K

Employees

16

Advisory reps

9

Registered since

2018

Jurisdictions

5

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other Investment Advisors

Fee structure

Commissions, Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Clifton Douglas Hawkins Managing Member CRD 6262895
• Erik William Brenner Managing Member, Chief Compliance Officer CRD 2502052

Advisory reps 3 of 9

• Matthew David Aurenz Insurance Agent · Investment Adviser Rep CRD 4513827
• Tyler A Bolla Investment Adviser Rep CRD 6469377
• Erik William Brenner Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2502052

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4100 Edison Lakes Pkwy Ste 225
Mishawaka, IN 46545

County

St Joseph

Metro area

South Bend-Mishawaka, IN-MI

Region

Midwest

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: hilltopwealthtax.com

Every state, with registration dates

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