BLUE SUMMIT FINANCIAL GROUP, INC.
Legal name: BLUE SUMMIT WEALTH MANAGEMENT
CRD #148782 SEC #801-117302 SAN DIEGO, CA 619-698-4330
SEC Registered
Total AUM
$192.9M
Discretionary
$192.9M
Employees
2
Clients
26
Accounts
611
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $192.9M | $192.9M | $0 | 2 | 0 |
| Nov 2024 | $172M | $172M | $0 | 3 | 0 |
| Jan 2024 | $172M | $172M | $0 | 3 | 0 |
| Nov 2023 | $152.1M | $152.1M | $0 | 3 | 0 |
| Nov 2023 | $152.1M | $152.1M | $0 | 3 | 0 |
| Jan 2023 | $152.1M | $152.1M | $0 | 3 | 0 |
| Sep 2022 | $168.7M | $168.7M | $0 | 3 | 0 |
| Apr 2022 | $168.7M | $168.7M | $0 | 3 | 0 |
| Jan 2022 | $168.7M | $168.7M | $0 | 5 | 0 |
| Dec 2021 | $132.9M | $132.9M | $0 | 5 | 0 |
| Dec 2021 | $132.9M | $132.9M | $0 | 5 | 0 |
| Oct 2021 | $132.9M | $132.9M | $0 | 5 | 0 |
| Feb 2021 | $132.9M | $132.9M | $0 | 5 | 0 |
| Jan 2021 | $132.9M | $132.9M | $0 | 5 | 0 |
| Jan 2021 | $116.9M | $116.9M | $0 | 5 | 0 |
| Apr 2020 | $116.9M | $116.9M | $0 | 5 | 0 |
| Apr 2020 | $116.9M | $116.9M | $0 | 5 | 0 |
| Feb 2020 | $116.9M | $116.9M | $0 | 5 | 0 |
| Feb 2020 | $116.9M | $116.9M | $0 | 5 | 0 |
| Jan 2020 | $116.9M | $116.9M | $0 | 5 | 0 |
| Jan 2020 | $107.6M | $107.6M | $0 | 5 | 0 |
| Sep 2019 | $107.6M | $107.6M | $0 | 5 | 0 |
| Aug 2019 | $107.6M | $107.6M | $0 | 5 | 0 |
| Aug 2019 | $107.6M | $107.6M | $0 | 5 | 0 |
| Aug 2019 | $107.6M | $107.6M | $0 | 5 | 0 |
DateJan 2025
Total AUM$192.9M
Discretionary$192.9M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2019
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees5
Clients0