HILTOP PARTNERS, LLC
Legal name: HILLTOP WEALTH & TAX SOLUTIONS
CRD #290981 SEC #801-115255 MISHAWAKA, IN 574-889-7526
SEC Registered
Total AUM
$490.8M
Discretionary
$466M
Employees
14
Clients
101
Accounts
2,546
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| DAVIS, WILLIAM, LEE | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | NA | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRENNER, ERIK, WILLIAM | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | B | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | B | Control |
| FOLEY, ELIZABETH, ANN | I | MANAGING MEMBER | B | Control |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| MERCHANT WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | B | |
| HAWKINS, CLIFTON, DOUGLAS | I | MANAGING MEMBER | A | |
| HAWKINS, CLIFTON, DOUGLAS | I | MANAGING MEMBER | A | |
| HAWKINS, CLIFTON, DOUGLAS | I | MANAGING MEMBER | A | |
| HAWKINS, CLIFTON, DOUGLAS | I | MANAGING MEMBER | A | |
| HAWKINS, CLIFTON, DOUGLAS | I | MANAGING MEMBER | A | |
| HAWKINS, CLIFTON, DOUGLAS | I | MANAGING MEMBER | A | |
| HAWKINS, CLIFTON, DOUGLAS | I | MANAGING MEMBER | A | |
| HAWKINS, CLIFTON, DOUGLAS | I | MANAGING MEMBER | A |
Registrations
Federal
IA
Nov 18, 2025 REGISTERED
Notice Filings (7)
FL IL IN MI NC NH TX
Address
4100 EDISON LAKES PARKWAYSUITE 225
MISHAWAKA, IN 46545
United States
Phone: 574-889-7526