CRD: 296740
Summit Hill Wealth Management, LLC
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- Custodian
- BNY Mellon · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-25-2018
- Office Locations
- 1
Office Locations
About Summit Hill Wealth Management, LLC
Summit Hill Wealth Management is a fee-only, fiduciary RIA in Greenwood Village/Denver serving affluent families, business owners, executives, and retirees (including virtually). The team of CFP professionals pairs investment management with comprehensive financial planning covering tax, insurance/risk management, retirement income, and business-sale planning. Its 3D Discovery-Design-Deliver process drives a custom plan and portfolio aligned to client risk tolerance.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ERIC S. WALTERS
Chief Compliance Officer, Director, Managing Partner
- CRD
- #4671811
- Ownership
- 50% but less than 75%
Michelle Persaud Walters
Partner
- CRD
- #7088967
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Jacob Alexander Boeding
Associate Advisor
- CRD
- #8217243
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,673,103 | $714,084 |
| Non-Discretionary | $0 | -- |
| Total | $145,673,103 | $714,084 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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