Adviser Profile
| As of Date | 04/09/2025 |
| Registration status | Registration Changed to SUMMIT HILL WEALTH MANAGEMENT, LLC |
| ADV Location | GREENWOOD VILLAGE, CO, United States |
| Contact Info | 720 xxxxxxx |
| Websites |
| AUM* | 118,071,244 27% |
| of that, discretionary | 118,071,244 27% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 593,323 7% |
| % High Net Worth | 53.45% 1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds