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BLUE SUMMIT WEALTH MANAGEMENT
4660 La Jolla Village Drive
Suites 100 & 200
San Diego, California 92122
Tel: 619-698-4330
About BLUE SUMMIT WEALTH MANAGEMENT
BLUE SUMMIT WEALTH MANAGEMENT, formally registered with the SEC as BLUE SUMMIT WEALTH MANAGEMENT. The firm was established in 09/04/2019. They have over 1 offices throughout the country.
BLUE SUMMIT WEALTH MANAGEMENT is a San Diego, California based Financial Planning firm with nearly $192,887,451 assets under management, offering retirement planning & investment advisory services to 611 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148782 |
| SEC# | 801-117302 |
| Assets Managed by Firm | $192,887,451 |
| No. of Clients | 611 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 611 | $192,887,451 |
| Individuals (other than high net worth individuals) | 140 | $56,588,666 |
| High net worth individuals | 79 | $136,085,846 |
| Charitable organizations | 1 | $212,939 |
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