Summit Hill Wealth Management, LLC
Summit Hill Wealth Management, LLC is an SEC-registered wealth manager in Greenwood Village, CO with $145.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Summit Hill Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296740, SEC 801-132346, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $145.7M (2026-02-04)
- Firm type
- Wealth Manager
- Location
- Greenwood Village, CO
- Employees
- 4
- Clients
- 62
- CRD
- 296740
- Ownership
- WALTERS, ERIC, S.; Walters, Michelle, Persaud
How much AUM does Summit Hill Wealth Management, LLC have?
Summit Hill Wealth Management, LLC reported $145.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Summit Hill Wealth Management, LLC?
Disclosed owners and executives of Summit Hill Wealth Management, LLC include WALTERS, ERIC, S., Walters, Michelle, Persaud. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.