SEC Form ADV

BLUE SUMMIT WEALTH MANAGEMENT

Registered Investment AdviserCA
$211.4M
Assets Under Management
2
Employees
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Registration Details

Accession
crd-148782
Location
SAN DIEGO, CA
Filing Date
July 10, 2026
AUM
$211.4M
Institutional Clients
2
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

BLUE SUMMIT WEALTH MANAGEMENT is a registered investment adviser headquartered in SAN DIEGO, CA, managing approximately $211.4M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.