← Tributary

SUMMIT HILL WEALTH MANAGEMENT, LLC

GREENWOOD VILLAGE, CO · CRD 296740 · IAPD ↗ · 720-773-9297

$145.7MRegulatory AUM
3Advisory reps
4Employees
90Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — SUMMIT HILL WEALTH MANAGEMENT, LLC (GREENWOOD VILLAGE, CO) is newly SEC-registered with $118.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.