BLUE SUMMIT FINANCIAL GROUP, INC.
Doing business as BLUE SUMMIT WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$211,359,841
Discretionary
$211,359,841
Non-discretionary
$0
Firm details
- CRD number
- 148782
- SEC file number
- 801-117302
- Main office
- SAN DIEGO, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.BLUESUMMITWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.