Blue Summit Wealth Management
Blue Summit Wealth Management is an SEC-registered mass-market adviser in San Diego, CA with $211.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Blue Summit Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148782, SEC 801-117302, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $211.4M (2026-02-23)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 3
- Clients
- 230
- CRD
- 148782
- Ownership
- TRIM, ALLEN, BRADLEY; SEID, ROBERT, GORDON; SEID, JUDITH, LYNN
How much AUM does Blue Summit Wealth Management have?
Blue Summit Wealth Management reported $211.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Blue Summit Wealth Management?
Disclosed owners and executives of Blue Summit Wealth Management include TRIM, ALLEN, BRADLEY, SEID, ROBERT, GORDON, SEID, JUDITH, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.