SUMMIT HILL WEALTH MANAGEMENT, LLC
CRD #296740 SEC #801-132346 GREENWOOD VILLAGE, CO 720-773-9297
SEC Registered
Total AUM
$118.1M
Discretionary
$118.1M
Employees
3
Clients
--
Accounts
199
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WALTERS, ERIC, S. | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| WALTERS, ERIC, S. | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| WALTERS, ERIC, S. | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| WALTERS, ERIC, S. | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| Walters, Michelle, Persaud | I | OPERATING PARNTER | C | Control |
| Walters, Michelle, Persaud | I | OPERATING PARNTER | C | Control |
| Walters, Michelle, Persaud | I | OPERATING PARNTER | C | Control |
| Walters, Michelle, Persaud | I | OPERATING PARNTER | C | Control |
Registrations
Federal
IA
Apr 9, 2025 REGISTERED
Notice Filings (2)
CO TX
Address
5619 DTC PARKWAYSUITE 550
GREENWOOD VILLAGE, CO 80111
United States
Phone: 720-773-9297