Summit Hill Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 296740
- SEC number
- 801-132346
- Firm type
- RIA
- Assets under management
- $145.7M as of Feb 4, 2026
- Website
- www.facebook.com/Summit-Hill-Wealth-Management-1405466436263398 ↗
- Phone
- 720-773-9297
- Address
- 5619 Dtc Parkway, Greenwood Village, CO, 80111
Advisors at this firm
3 in our index · page 1 of 1
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Jacob Alexander BoedingCRD 8217243 · Greenwood Village, COIA Registered
-
Eric S. WaltersCRD 4671811 · Greenwood Village, COIA Registered
-
Michelle Persaud WaltersCRD 7088967 · Greenwood Village, COIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 296740 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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