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SUMMIT HILL WEALTH MANAGEMENT, LLC
CRD 296740 · SEC 801-132346
5619 DTC PARKWAY, SUITE 550, GREENWOOD VILLAGE, CO, 80111, United States
Phone
720-773-9297
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$145.7M
Discretionary AUM
$145.7M
Team
4 total employees; 3 advisory reps; 90 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $20.2M |
| High net worth individuals | 34 | $118.8M |
| Charitable organizations | 2 | $1.5M |
| State/municipal entities | 1 | $5.2M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD