$211.4M Total AUM
$211.4M Disc. AUM
6.8% 3Y CAGR
2 Employees
230 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Ember peakPioneer north +more
- Established Date
- 04-24-2009
- Office Locations
- 1
Office Locations
4660 LA Jolla Village Drive Suites 100 & 200 SAN Diego CA
About Blue Summit Wealth Management
Blue Summit Wealth Management is a San Diego–based RIA providing financial planning and sustainable portfolio management for values-based investors, including ESG and impact strategies. The firm highlights 25+ years of responsible investing experience, serves clients across the U.S. and abroad, and works with Pershing as a primary custodian.
Team overview
47 AVG AGE
$105.7M AVG AUM / ADVISOR
$919.0K AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Meridian legacy Momentum radial Foundation Zenith Optima foundation
Client Personas
Momentum matrix Vector
Custodian
Bridge Optima atlas Pioneer timber Ember alpha Glacier optima
Investment Themes
North summit Frontier radial Oak quantum Eagle catalyst Catalyst vertex
Investment Vehicles
Quantum optima
Platform
Focus
Services
Vertex Ridge Insight Frontier Beacon peak Ember Ridge Ember Pioneer capital
Technology
Fusion summit Peak Atlas ridge Bridge
Owner & Executives
ALLEN BRADLEY TRIM
Chief Compliance Officer, PARTNER
- CRD
- #5768850
- Ownership
- 50% but less than 75%
(340) 815-3728
matrix.harbor@beaconcapital.com
in linkedin.com/in/fusion-ember
ROBERT GORDON SEID
Co-Owner, PARTNER, Wealth Advisor
- CRD
- #6451841
- Ownership
- 25% but less than 50%
(882) 491-4976
pioneer.catalyst@wavecapital.com
in linkedin.com/in/atlas-legacy
Showing 2 of 2 owners & executives
Unlock allContacts
JUDITH LYNN SEID
Partner
- CRD
- #2318377
(392) 761-2525
pathway.meridian@vitalcapital.com
in linkedin.com/in/frontier-prime
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $211,359,841 | $335,492 |
| Non-Discretionary | $0 | -- |
| Total | $211,359,841 | $335,492 |
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Separately Managed Accounts
Total SMA Asset: $211,359,841
Public Funds:
8.1% Equity - Exchange:
10.1% Municipal Bonds:
18.6% Cash:
13.6% Corporate - Investment Grade:
15.8% U.S. Government/Agency:
33.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $524,137,518 | 8.1% |
| Equity - Exchange | $653,554,189 | 10.1% |
| Municipal Bonds | $1,203,575,042 | 18.6% |
| Cash | $880,033,364 | 13.6% |
| Corporate - Investment Grade | $1,022,391,702 | 15.8% |
| U.S. Government/Agency | $2,187,141,744 | 33.8% |
| Total | $6,470,833,559 | 100.0% |