GREENWOOD VILLAGE, COCRD 296740Latest ADV February 4, 2026
Summit Hill Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated February 4, 2026, reports $146M in regulatory assets under management, 4 employees, and 204 accounts.
Assets Under Management
$146M
Employees
4
Offices
--
Total Clients
62
Primary office
GREENWOOD VILLAGE, CO
5619 DTC PARKWAY, SUITE 550, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.8% of total clients.
Top client categories% of clientsClients
1
HNWI
54.8%
34
2
Individuals
40.3%
25
3
Charitable
3.2%
2
4
Government
1.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of February 4, 2026
Discretionary100.0%
$146M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$146M
Total Accounts204
10Y AUM Change+$28M (+23.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee16:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.