# Blue Summit Wealth Management

Blue Summit Wealth Management is a RIA based in San Diego, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** La Mesa, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** bluesummitwealth.com
- **LinkedIn:** https://www.linkedin.com/company/blue-summit-wealth-management

## Regulatory record

- **CRD number:** 148782
- **SEC file number:** 801-117302
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148782

## About

Blue Summit Wealth Management was established in 1994 as a US-based wealth manager and registered investment advisor. The firm delivers retirement planning, financial planning and portfolio management. It works with high-net-worth individuals, families and charitable institutions across the United States. No additional offices, team size or adjacent vehicles are disclosed. No operational events from the last 24 months appear in available records.

## Questions

### Who are the clients of Blue Summit Wealth Management?

The firm serves high-net-worth individuals, families and charitable institutions.

### What services does Blue Summit Wealth Management provide?

Services include retirement planning, financial planning and portfolio management.

## Related profiles

- [Blue Torch Capital](https://altss.com/profile/blue-torch-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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