# Summit Hill Wealth Management, LLC

> Summit Hill Wealth Management, LLC is an SEC-registered investment advisory firm in Greenwood Village, CO, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 296740
- Filed as: SUMMIT HILL WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296740
- AdvisorCensus page: https://advisorcensus.com/firm/summit-hill-wealth-management-llc-greenwood-village-co-296740

## Quick answers

**How is Summit Hill Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Summit Hill Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Summit Hill Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 4, 2026 states: Hourly rate: $250 an hour (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Summit Hill Wealth Management, LLC located?**
Summit Hill Wealth Management, LLC's principal office is in Greenwood Village, CO, according to its Form ADV.

**Is Summit Hill Wealth Management, LLC registered with the SEC or a state?**
Summit Hill Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 296740.

**How much does Summit Hill Wealth Management, LLC manage?**
Summit Hill Wealth Management, LLC reports $145,673,103 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**How have Summit Hill Wealth Management, LLC's assets and staff changed since 2025?**
In the Form ADV data for Summit Hill Wealth Management, LLC: Regulatory assets under management: $118,071,244 in the October 2025 data and $145,673,103 in the October 2026 data, up 23%. Total employees: 3 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Summit Hill Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34); individuals (other than high net worth individuals) (25); charitable organizations (2).

**Which custodians does Summit Hill Wealth Management, LLC use?**
Summit Hill Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Investments as a custodian holding 10% or more of its separately managed account assets.

**Does Summit Hill Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296740

**Does Summit Hill Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 4, 2026 says: "Summit Hill Wealth Management Minimum Account Size: Summit Hill Wealth Management has a $ 1,000,000 household minimum. Summit Hill Wealth Management reserves the right to accept households with less than $1,000,000."

**What changed in Summit Hill Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $118,071,244 to $145,673,103 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 4, 2026)

- Account minimum: $1,000,000

> Summit Hill Wealth Management Minimum Account Size: Summit Hill Wealth Management has a $ 1,000,000 household minimum. Summit Hill Wealth Management reserves the right to accept households with less than $1,000,000.

- Hourly rate: $250 an hour (consulting services)

> Fees for consulting services are based on an hourly rate of $250 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Investments

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $145,673,103
- Discretionary: $145,673,103
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $20,210,412 |
| High net worth individuals | 34 | $118,757,792 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $1,499,351 |
| State or municipal government entities (including government pension plans) | 1 | $5,205,548 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- summithillwealth.com
- summithillwealthmanagement.com
- Facebook @Summit-Hill-Wealth-Management-1405466436263398
- LinkedIn @summit-hill-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $118,071,244 | 3 | April 9, 2025 |
| October 2026 | $145,673,103 | 4 | February 4, 2026 |

Regulatory assets under management: $118,071,244 in the October 2025 data and $145,673,103 in the October 2026 data, up 23%.
Total employees: 3 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $118,071,244 to $145,673,103 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Summit Hill Wealth Management, LLC (CRD 296740): Form ADV filing data as of October 2026.