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Michelle Persaud Walters

Summit Hill Wealth Management, LLC

Greenwood Village, CO

CRD 7088967

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Employer firm

Summit Hill Wealth Management, LLC CRD 296740

$146M regulatory AUM 90 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Summit Hill Wealth Management, Llc

5619 Dtc Parkway Suite 550, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2019-04-22
  • CO RA
    APPROVED
    Since 2019-04-22

Branch Locations

5619 Dtc Parkway Suite 550, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mpw Enterprises Highlands Ranch CO 09/2013 12/2019
Summit Hill Wealth Management, Llc Greenwood Village CO 04/2019 Present
Summit Hill Wealth Management, Llc Greenwood Village CO 08/2020 01/2025
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-16
  • S65 Uniform Investment Adviser Law Examination
    2018-10-16

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

More in Greenwood Village, CO

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