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BLUE SUMMIT WEALTH MANAGEMENT

SAN DIEGO, CA · CRD 148782 · IAPD ↗ · bluesummitwealth.com · 619-698-4330

$211.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2024 — BLUE SUMMIT WEALTH MANAGEMENT moved its main office from LA MESA, CA to SAN DIEGO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.