Blue Summit Wealth Management

Blue Summit Wealth Management (CRD# 148782) is a financial advisory firm headquartered in La Mesa, CA. They manage $171,993,779 in 607 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
9001 Grossmont Blvd, #718, La Mesa, CA 91941
https://www.instagram.com/bluesummitwealthmanagement/
By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    607
    ACCOUNTS
  • Average Account Value
    $283,351
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, OR, TX, UT

Financial Advisors at Blue Summit Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Judith Seid, financial advisor La Mesa CA
Judith L. Seid
CRD#: 2318377
9001 Grossmont Blvd, #718, La Mesa, CA 91941

Judith Seid (CRD# 2318377) is an Investment Advisor Representative working at Blue Summit Wealth Management in La Mesa, CA and has over 31 years of experience in the finance industry.

2
Robert Seid, financial advisor La Mesa CA
Robert G. Seid
CRD#: 6451841
9001 Grossmont Blvd, #718, La Mesa, CA 91941

Robert Seid (CRD# 6451841) is an Investment Advisor Representative working at Blue Summit Wealth Management in La Mesa, CA and has over 6 years of experience in the finance industry.

3
Allen Trim, financial advisor La Mesa CA
Allen B. Trim
CRD#: 5768850
9001 Grossmont Blvd, #718, La Mesa, CA 91941

Allen Trim (CRD# 5768850) is an Investment Advisor Representative working at Blue Summit Wealth Management in La Mesa, CA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals