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Summit Hill Wealth Management, LLC

● SEC registered since 2025CRD 296740SEC# 801-132346Greenwood Village, CO
Export (members)
Reg. AUM
$118.1M
Employees
3
Accounts
199
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 $118.1 million in regulatory assets under management and employs 3 people.

Summit Hill Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Eric S. Walters ControlManaging Partner/Chief Compliance Officer50-75%2018
Michelle Persaud Walters ControlOperating Parnter25-50%2020

Frequently asked questions

How much does Summit Hill Wealth Management, LLC manage?

Summit Hill Wealth Management, LLC reports $118.1 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 3 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

Address5619 Dtc Parkway, Suite 550, Greenwood Village, CO 80111
Phone720-773-9297
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.1M
Non-discretionary$0
Total (RAUM)$118.1M