Michelle Persaud Walters
Investment adviser representative at Summit Hill Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$145.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Summit Hill Wealth Management, LLCApr 2019 to now
- Mpw EnterprisesSep 2013 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Summit Hill Wealth Management, LLC
$145.7MAssets managed
62Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7088967
- Firm CRD
- 296740