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BLUE SUMMIT WEALTH MANAGEMENT
BLUE SUMMIT FINANCIAL GROUP, INC.
CRD 148782 · SEC 801-117302
4660 LA JOLLA VILLAGE DRIVE, SUITES 100 & 200, SAN DIEGO, CA, 92122, United States
Phone
619-698-4330
Fax
619-698-0430
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$211.4M
Discretionary AUM
$211.4M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $46.6M |
| High net worth individuals | 98 | $164.6M |
| Charitable organizations | 2 | $173K |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD