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Operating Parnter · Summit Hill Wealth Management, LLC

Michelle P. Walters

CRD 7088967 · Named on Form ADV at one SEC-registered adviser

At a glance

Summit Hill Wealth Management, LLC, an SEC-registered wealth manager based in Greenwood Village, CO with $146 million in regulatory assets, lists Michelle P. Walters on its Form ADV as Operating Parnter, a control person.

Firms and roles

AtlasMembers

Michelle’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Eric S. WaltersManaging Partner/chief Compliance Officer, Summit Hill Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.