Blue Summit Wealth Management

Overview

Blue Summit Wealth Management is an independent registered investment adviser organized as a corporation and SEC-registered since 2019. The firm serves both individual & family clients and institutional relationships, offering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, and it is owned by an individual. Blue Summit does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices