BLUE SUMMIT WEALTH MANAGEMENT
SEC RegisteredESG AND IMPACT INVESTING FOR VALUES BASED INVESTORS
About the firm
Blue Summit Wealth offers sustainable investing and financial planning, managing over $200 million in assets for clients across the United States and abroad. The firm focuses on ESG and impact investing for values-based investors, with innovation in sustainable and responsible investments for over 25 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Sustainable investing, ESG and impact investing, financial planning, and wealth advisory services
Who they serve
Values-based investors across the United States and abroad
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 130 | $47M |
| High Net Worth Individuals | 98 | $165M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLUE SUMMIT WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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