SEC Form ADV

BLUE SUMMIT WEALTH MANAGEMENT

Registered Investment AdviserCA
$211.4M
Assets Under Management
630
Total Clients
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Registration Details

Accession
CRD-148782
Location
SAN DIEGO, CA
Filing Date
February 23, 2026
AUM
$211.4M
Total Clients
630
Amendment
No

About this Adviser

BLUE SUMMIT WEALTH MANAGEMENT is a registered investment adviser headquartered in SAN DIEGO, CA, managing approximately $211.4M in assets across 630 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.