Hilltop Wealth & Tax Solutions Revenue

Financial Services • 4100 Edison Lakes Pkwy, STE 225, United States • 11-20 Employees

Hilltop Wealth & Tax Solutions revenue & valuation

Annual revenue	$1,112,215
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,600,000
Total funding	No funding

Key Contact at Hilltop Wealth & Tax Solutions

Matt Aurenz

Private Wealth Advisor / Director Of Wealth Management

Company overview

Headquarters	4100 Edison Lakes Pkwy, STE 225, Mishawaka, Indiana 46545, US
Phone number	+15742085001
Websites	hilltopwealthtax.com hilltopwealthsolutions.com
NAICS	52
Keywords	Financial Advisory, Financial Services, Wealth Management, Asset Management, Holistic Financial Planning, Retirement Planning, Portfolio Management, Financial Planning, Tax Preparation, Investment Management, Legacy Planning, Wealth Advisory, Quantitative Investment Strategies, Retirement Income Strategy Expert, Distribution Strategist, Client Education Services, Goal-Based Modeling
Founded	1989
Employees	11-20
Socials

Hilltop Wealth & Tax Solutions Email Formats

Hilltop Wealth & Tax Solutions uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@hilltopwealthtax.com), used 69.2% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@hilltopwealthtax.com	69.2%
{first initial}{last name}	jdoe@hilltopwealthtax.com	30.8%

About Hilltop Wealth & Tax Solutions

At Hilltop Wealth & Tax Solutions, we serve as your personal CFO, providing independent, fiduciary-driven financial guidance tailored to your unique needs. Our mission is to help you build, protect, and optimize your wealth—so you can focus on what matters most. From investment management and proactive tax strategies to retirement income and legacy planning, we take a holistic, strategy-first approach to managing your financial life. Our partnership with Helios Quantitative Research ensures every investment decision is backed by sophisticated, research-driven insights, helping individuals and families navigate an ever-changing financial landscape with confidence. With five locations across Indiana, Michigan, and Florida—Mishawaka, Bremen, and Chesterton, IN; Royal Oak, MI; and Fort Myers, FL—we work to ensure every detail of your wealth aligns with your long-term financial goals.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Partner

Employees by Department

Hilltop Wealth & Tax Solutions has 9 employees across 5 departments.

Departments

Number of employees

Funding Data

Hilltop Wealth & Tax Solutions has never raised funding before.

Frequently asked questions

Hilltop Wealth & Tax Solutions is located in 4100 Edison Lakes Pkwy, STE 225, US.

You can reach Hilltop Wealth & Tax Solutions at +15742085001.

Hilltop Wealth & Tax Solutions generates an estimated annual revenue of $1,112,215. This revenue figure reflects the company's market position and business performance in its industry.

Hilltop Wealth & Tax Solutions has an estimated valuation of $3,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Hilltop Wealth & Tax Solutions was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.

Hilltop Wealth & Tax Solutions has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Hilltop Wealth & Tax Solutions

Matt Aurenz

Private Wealth Advisor / Director Of Wealth Management

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