Overview
Assets Under Management: $146 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 34
Average Client Assets: $3 million
Frequently Asked Questions
SUMMIT HILL WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #296740), SUMMIT HILL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SUMMIT HILL WEALTH MANAGEMENT, LLC is headquartered in GREENWOOD VILLAGE, CO.
SUMMIT HILL WEALTH MANAGEMENT, LLC serves 34 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, SUMMIT HILL WEALTH MANAGEMENT, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SUMMIT HILL WEALTH MANAGEMENT, LLC manages $146 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, SUMMIT HILL WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.52
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 204
Discretionary Accounts: 204
Regulatory Filings
CRD Number: 296740
Filing ID: 2045565
Last Filing Date: 2026-02-04 09:42:33