Summit Hill Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 296740
· SEC file 801-132346
· Greenwood Village, CO
· www.facebook.com
☆ Save with Pro
ADV data as of Feb 04, 2026
- Regulatory AUM
- $146M
- Discretionary
- $146M
- Clients
- 62
- Avg AUM / client
- $2.3M
- Accounts
- 204
- Employees
- 4
AUM over time
$118M
$146M
Dec 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Feb 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $20.2M | 13.9% |
| High net worth individuals | 34 | $119M | 81.5% |
| Charitable organizations | 2 | $1.5M | 1.03% |
| State or municipal government entities | 1 | $5.2M | 3.57% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric S. Walters | Registered representative | CFP CFA | May 2018 (8y) | |
| Michelle Persaud Walters | Registered representative | Apr 2019 (7y) | ||
| Jacob Alexander Boeding | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/04/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Custody & Clearing $143M (98% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 04, 2026.
View current Form ADV (SEC/IAPD) ↗