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Blue Summit Wealth Management

CRD 148782  ·  San Diego, CA  ·  $211.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
148782
SEC number
801-117302
Firm type
RIA
Assets under management
$211.4M as of Feb 23, 2026
Website
www.bluesummitwealth.com ↗
Phone
619-698-4330
Address
4660 La Jolla Village Drive, San Diego, CA, 92122

Advisors at this firm

3 in our index · page 1 of 1

  • Judith Lynn SeidCRD 2318377 · San Diego, CA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Robert Gordon SeidCRD 6451841 · San Diego, CA
    IA RegisteredRegistration inactive
  • Allen Bradley TrimCRD 5768850 · San Diego, CA
    IA RegisteredRegistration inactive
1–3 of 3

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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