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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TRIM, ALLEN, BRADLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIM, ALLEN, BRADLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIM, ALLEN, BRADLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIM, ALLEN, BRADLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | NA | Control |
| SEID, JUDITH, LYNN | I | PRESIDENT | E | Control |
| SEID, JUDITH, LYNN | I | PARTNER | E | Control |
| SEID, JUDITH, LYNN | I | PRESIDENT | E | Control |
| SEID, JUDITH, LYNN | I | PRESIDENT | E | Control |
| SEID, JUDITH, LYNN | I | PRESIDENT | E | Control |
| SEID, JUDITH, LYNN | I | PARTNER | E | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| TRIM, ALLEN, BRADLEY | I | PARTNER / CHIEF COMPLIANCE OFFICER | D | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | C | Control |
| SEID, JUDITH, LYNN | I | PARTNER | B | Control |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, JUDITH, LYNN | I | PARTNER | B | |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | A | |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | A | |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | A | |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | A | |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | A | |
| SEID, ROBERT, GORDON | I | PARTNER/CO-OWNER | A |
Registrations
Federal
IA
Jan 27, 2025 REGISTERED
Notice Filings (7)
AZ CA CO MA OR TX UT
Address
4660 LA JOLLA VILLAGE DRIVESUITES 100 & 200
SAN DIEGO, CA 92122
United States
Phone: 619-698-4330