Summit Hill Wealth Management, LLC
● SEC registered since 2025CRD 296740SEC# 801-132346Greenwood Village, CO
Reg. AUM
$145.7M
Employees
4
Accounts
204
Location
Greenwood Village, CO
Summit Hill Wealth Management, LLC assets under management
Summit Hill Wealth Management, LLC is an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2025. It reports $145.7 million in regulatory assets under management and employs 4 people.
Summit Hill Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric S. Walters Control | Managing Partner/Chief Compliance Officer | 50-75% | 2018 |
| Michelle Persaud Walters Control | Operating Parnter | 25-50% | 2020 |
Frequently asked questions
How much does Summit Hill Wealth Management, LLC manage?
Summit Hill Wealth Management, LLC reports $145.7 million in regulatory assets under management on its Form ADV.
How many employees does Summit Hill Wealth Management, LLC have?
Summit Hill Wealth Management, LLC reports 4 employees.
Where is Summit Hill Wealth Management, LLC located?
Summit Hill Wealth Management, LLC is based in Greenwood Village, CO and has been SEC-registered since 2025.
Does Summit Hill Wealth Management, LLC disclose fund performance?
Summit Hill Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5619 Dtc Parkway, Suite 550, Greenwood Village, CO 80111 |
| Phone | 720-773-9297 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$145.7M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$145.7Mregulatory AUM
Discretionary $145.7M