Wealth ManagementRetirement & Portfolio PlanningActiveVerified

Blue Bridge Wealth Management

Trevor Jurlina, Registered Agent

Blue Bridge Wealth Management is a financial advisory firm based in San Diego, CA, offering portfolio management and retirement strategies. The website lists an address at 969 Market Street and contact through LPL Financial advisors.

Filed April 7, 2026 · San Diego, CA · San Diego County

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Source

California Secretary of State (bizfile Online) · Entity B20260167260 · Retrieved May 14, 2026

Search the registry for B20260167260 ›JSON record ›

About Blue Bridge Wealth Management

Blue Bridge Wealth Management, LLC is a California wealth management firm in San Diego, filed on April 7, 2026. Owner Trevor Jurlina filed personally as the registered agent. The domain was registered 54 days before filing, on February 12, 2026, through GoDaddy, and the website was built with FMG Suite. We estimate annual revenue between $100,000 and $1 million with 1 to 5 employees, operating from a brick-and-mortar location. No annual report or EIN is on file yet.

  • Owner Trevor Jurlina filed personally as registered agent.
  • Domain registered 54 days before filing.
  • Website built with FMG Suite.
  • We estimate revenue $100K-$1M and 1-5 employees.
  • Brick-and-mortar footprint.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 155 new businesses registered in San Diego in April 2026, and the only wealth management business registered there that month.

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Filing Details

Entity NameBlue Bridge Wealth Management, LLC
Entity TypeLLC
Entity NumberB20260167260
Filing DateApril 7, 2026
Principal AddressLocked
City / State / ZipSan Diego, CA 92101
CountySan Diego
TimezonePacific (PT)
EIN on FileNo
Registered AgentTrevor Jurlina
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 54 days before filing · registrar GoDaddy
Website BuildModern · FMG Suite
Annual ReportNot yet filed
Estimated Revenue$100K-$1M (estimate)
Estimated Employees1-5 (estimate)
FootprintBrick and mortar (estimate)
First Recorded by DayOneLeadMay 14, 2026 (37 days after filing)

Verified Business Profile

SubcategoryRetirement & Portfolio Planning

Contact Information

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EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

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Frequently Asked Questions

When was Blue Bridge Wealth Management registered?

Blue Bridge Wealth Management was registered as LLC on April 7, 2026 in California.

Where is Blue Bridge Wealth Management located?

Blue Bridge Wealth Management is based in San Diego, CA, 92101, in San Diego County.

What type of business is Blue Bridge Wealth Management?

Blue Bridge Wealth Management is classified as a wealth management business (retirement & portfolio planning).

Does Blue Bridge Wealth Management have an EIN on file?

No EIN was found on file for Blue Bridge Wealth Management at the time of registration.

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